Lead-to-Account Matcher

Lead to Account Matcher

Understanding how leads relate to accounts and opportunities is an important signal for your marketing and sales initiatives. This is why Goldie includes a Lead-to-Account matcher.

Goldie's lead matcher, associates leads with accounts using a junction object called "Lead Match". Each time a lead is created or updated, a trigger on the lead object executes the lead matching logic and tries to find one or more matching accounts, based on the lead's email domain, company name, or website.

You can surface lead matches on your account or lead page layouts as a related list. We recommend that you add these field to the related list:

Account Page Layouts: Match Type, Lead, Lead Source, Lead Status, Job Level (Optional), Persona (Optional), Lead Created, Convert
Lead Page Layout: Match Type, Account, Lead Source, Account Owner, Account Status, Persona (Optional), Created Date, Convert

Running the Lead Matcher Retroactively

Once the lead matcher is up and running, only new/updated leads will be matched against accounts. However, your existing leads won't be matched but you can run the lead matcher retroactively for all existing leads.

WARNING: Running the lead matcher retroactively might take several hours or even days, depending on the number of leads in your org. It might also exhaust your daily Batch Apex Limits. We recommend you start this process on a Friday night.

In order to match all existing leads reatroactively, follow these steps:

In Salesforce open the developer console.
In the developer console click Debug > Open Execute Anonymous Window (or type Ctrl + E in Windows or type ⌘ + E on MacOs)
Paste this line of code

Absf.AbSfScanner.runInitialLeadMatching();
Click the button "Execute"

The lead matcher will now scan all your existing leads for matches against accounts.