Contents:

• Overview
• Customization
• Filter Matched Contacts
• Prioritize Match Contacts
• Set Variable to Matched Contact
• Advanced Settings
• Summary

 

Overview

The Contact-to-Contact (C2C) Match Node is used to identify Contacts in your Salesforce instance that are related to the routed Contact. This node is specific to LeanData Contact Router. Once the related Contact has been identified, you can assign the routed Contact to the owner of the related contact using the Route to Matched Contact Node. You can also perform other actions as needed using the various Action Nodes.  The Contact-to-Contact (C2C) Match Node also includes filters and Tiebreakers to help you identify the best related Contact record if there are multiple potential related Contacts.

 

Example: Melissa is the LeanData admin for Lighthouse Development. In her Contact Router flow, she needs to match the routed Contact to any related Contacts. She configures the C2C Node, with Filters and Tiebreakers to match to best related Contact. Using the Filters, she ensures that the routed Contacts are not matched to any related Contacts that have bounced emails.

Each Match node includes Tiebreakers to identify the best matched record if there is more than 1 possible match. Tiebreaker rules are included in the node configuration to pick the best match when LeanData finds multiple related Contacts. These Tiebreakers function just like the Tiebreakers in Tagging. The Tiebreakers in the node are local only to the node. Any changes made to the node’s Tiebreakers do not affect the Tagging Tiebreakers or even the Tiebreakers in other match nodes.

Please Note: There is another match node in the Contact Router Flow called Duplicate Contact (CDupe) Match Node. The Duplicate Contact (CDupe) Match Node looks for Contacts that are duplicates of the routed Contact. The Contact-to-Contact (C2C) Match Node is used to find and match related Contacts, or Contacts that belong to the same Account.

For information on matching to duplicate Contacts see our Duplicate Contact (CDupe) Match Node guide.

 

Customization

You have a number of options to configure the node.

• Node Name
• Description
• Filter Matched Contacts
• Prioritize Matched Contacts
• Advanced Settings

 

Node Name

By default, the Node Name is set to Match Node. You can change this label to anything you need. We strongly recommend giving this node a meaningful name such as the goal of the Match Node or simply Related Contact Exists. This will help others understand the purpose of the node. 

Description
This field is not required but we recommend adding a description to document any customizations made to the node. If someone else needs to take over the management of the flow, the description will help them to understand the goal of the customizations.

 

Filter Matched Contacts

Use Filters to include or exclude related Contacts from matching to the routed Contact record. In our example, we are excluding related Contacts that have an email address that is bouncing back (Is Email Bounced = True). This ensures that we will not match the routed Contact record to a related Contact record that has a possible bad email address. Bounced Emails can occur if there is a typo in the email address or if the email is no longer valid.

 

Value/Field

The Value/Field selector lets you choose between filtering for a value in a field on the related Contact record and/or comparing a field on the related Contact record with a field on the routed Contact record.

 

When using Value, you are looking for a specific value in a field on the related Contact record. For example, if you wanted to only include related Contacts that are Prequalified, you could select the Prequalified Field, set the Operator to Equals, and select True from the Value pull-down menu.

 

When using Field, you are comparing the value of a field on the related Contact record with a field on the routed Contact record. For example, if your goal is to compare the Lead Source field on the related Contact to the Lead Source field on the routed Contact record, you would change the selector to Field, set the Matched Contact Field to Lead Source, set the Operator to Equals, and then set the Contact field to Lead Source. When you change the selector to Field, the label for the Value field will change to Contact Field.

 

For each condition you add, you will see:

• Field: The Field selector will give you a list of all the fields on the related Contact record that you are filtering.
• Operator: The Operator gives you a condition to apply to the field for the decision. (Example: Contains, does not contain, starts with, is null, etc). The values in the Operator selection change depending on the field selected.
• Value/Field: The Value is the value you are evaluating against in your selected field. This is typically a pull-down menu of possible values. If you select Field for Value/Field, you will see Contact Field as the label and the field will be a pull-down of fields on the routed Lead record.

You can add as many conditions as needed to create the desired Filters.

Working with Multiple Conditions

When you edit or add rules, you can have multiple conditions.  When you have a rule with multiple conditions you are given the option to specify the relationship between the conditions. By default, you will see an AND relationship. You can change this to OR as needed. You can also use parentheses to group conditions together such as ((1 AND 2) OR 3).

 

In the example above, we use an OR relationship because we are looking to include only Contacts that are Qualified OR have a Title that equals the Title on the routed Contact Record.

 

Prioritize Match Contacts

In the Prioritize Matched Contacts section you will see a list of rules called Tiebreakers. These rules are applied after filters if there are multiple related Contacts that can match to the routed Contact record. Tiebreaker rules are processed from the top down and are used to narrow the pool of possible related Contact matches down to the best match. The node will check each rule, one at a time, from top to bottom, until only one remaining potential related Contact remains. This related Contact will be matched to the routed Contact. The match node includes a set of default Tiebreaker rules. You have the following options to modify the Tiebreakers:

• Edit the existing rules
• Add/remove rules
• Change the order of the rules

 

Editing a Rule

To edit a rule, simply click in the rule to open it for editing. You will see the same options as in the Filters. In the screenshot above you would click on the green highlighted text to open the rule for editing. Typically, the Operator and the rule logic value (AND, OR) are highlighted and can be clicked to edit the rule.

 

Adding a Rule

If you choose to add a custom Tie-Breaker Prioritization Rule, click New Rule. There are three rule types; LOGIC, SOQL, MIN MAX.

• LOGIC - When configuring a new logic rule, you can use a Field or Field Value from the related Contact level. This works the same as adding Filters
• SOQL - You can use a SOQL (Salesforce Object Query Language) string here. More Info
• MIN MAX - The field you are choosing is the related Contact level field. Set the Operator to either Min or Max. Min meaning the lowest possible value and max being the highest. For Date and Time fields, Min equals the oldest date and Max equals the newest date. When applied to time MIN is the oldest time and MAX is the most recent or further into the future.

For example, Mel, the LeanData Admin wants to build a tiebreaker rule that will look for the related Contact with the Min (oldest) created Date. She sets the related Contact Created Date to MIN to ensure the tiebreaker looks for the oldest related Contact that matches.

 

Set Variable to Matched Contact

LeanData Routing allows you to store values in a container called a Variable, which can then be referenced later in your routing graph for use in routing decisions and actions. This will allow you to assign recurring values, such as lists of User Ids, email domains, state names or zip codes to a Variable, which can then be used multiple times throughout your routing graph.

By default, LeanData will save the output of the Match Node to a variable for you to retrieve later. You can rename the Variable container as needed.

 

Advanced Settings

Under Advanced Settings there are options for setting the targets for the node edges.

Node Edges

There are 3 exit edges from a Match Node. Under the Advanced settings you can select a target node for each of the edges for what you would like LeanData to do in each of these scenarios.

 

• Match: LeanData has identified a best match based on the algorithm, after applying your Tiebreakers and Filters.
• No Match: LeanData has not identified a match, after considering your Filters.
• Multiple Matches Identified: If LeanData has more than one match remaining after your Filters, and you would like to take a different action than identify one best match, you can direct this edge to your desired action. This option is disabled by default. Upon enabling, you will also have to remove any Min/Max tiebreakers.

 

Working with Edges

You can Connect nodes in one of several ways:

1. Open a node and select the Target through the dropdown next to the condition or outcome you wish to assign. Use the search functionality to narrow the scope of the results. If you want Lead processing to stop at your selected node, simply select End of Flow. 

 

Alternatively you can click the Stop Sign icon to set a particular edge to End of Flow, or click the crosshairs icon to assign that edge visually on the main flowchart graph view by clicking the node to which you would like that edge to proceed.

 

2. If you are already in the main flowchart graph view, you can click on the yellow triangle and drag the edge you wish to direct to the next node to which you would like that edge to proceed.

 

Summary

The Contact-to-Contact (C2C) Match Node is used to identify Contacts in your Salesforce instance that are related to the routed Contact. This node is specific to LeanData Contact Router. Once the related Contact has been identified, you can route a Contact to the owner of the related Contact

 

For more information on working with Contact Router graphs please see our Contact Router Guide.