Announcement

Collapse

Information Needed

See more
See less

High number of temporary contacts

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • High number of temporary contacts

    We are experiencing a lot of contacts getting put into the Temporary Contacts table in Salesforce. Other than the mapping rules what else might cause this? A lot of these Contacts have matches on Fname, Lname and Email so it's confusing why they wouldn't find their match.

    Out of curiosity, what would happen if 2 Contacts shared the same Fname, Lname and Email (i.e. there were duplicates)?

  • #2
    Good day @girlsempowermentnetwork

    Would you please grant us login access to your Salesforce instance and share a couple of order numbers you see in Temp contacts so that we can review it?

    It all depends on the Match Mode and Match Fields you have set because the system behaves accordingly. For the system to find a Contact it has to look for the matching mode and matching fields that you specify.

    For example:

    First Name: Elizabeth
    Last Name: Smith
    Email: [email protected]

    In the above scenario if Elizabeth makes a donation and uses all information as fully spelled then our system will find a match. This case is easy.

    Next day the same person comes in and sends another donation:

    First Name: Lizzy
    Last Name: Smith
    Email: [email protected]

    This is the same person but she used her nickname and her personal email.

    This is where the duplicates come up in almost all cases. The new person is not found but it actually is the same person. In this case, our system looks for the settings you have set for contact creation and based on that it put it in Temp for the admin to review and decide.

    Once you assign the second set of records as Alias to the first contact the system will automatically find it.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Apologies for the delay. I have granted you 7 day access. If you need more time let me know.

      What I don't understand is what some of the Temp Contacts are clearly not in Salesforce -- shouldn't these be automatically added? Why are they in Temp?
      When a match is made (i.e. scenario 1) they are still in Temp Contacts -- I would expect this to find the match and append the Transaction.

      Please advise. At this point we have over 200+ Contacts in Temp Contacts. When we go through these manually and find a match, does it trigger everything to work (ie. create the Opp, Contact, Payment, etc.)?


      Comment


      • #4
        As stated above, it all depends on the settings you have set under C&P Settings > Contacts & Accounts >> Match Fields. Please see:

        Click image for larger version

Name:	Match Fields.jpg
Views:	47
Size:	259.3 KB
ID:	49764

        You have set to all the fields to be matched. In this case, even a DOT difference in any of the above fields led contact to be in Temporary contact to review by admin. If you notice by reviewing each temp contact details with the existing one, you will see the difference in the text.

        We always recommend first name, last name, and email as well as their associated alias'. Matching against street and other fields may result in a number of temp contacts.

        Hope you see the point.


        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          I do. However, I tried unselecting these and saving and it auto-selected them. I can't seem to get it to NOT try and match on address information.

          Comment


          • #6
            I have deselected all values under the mailing address so that nothing is selected. I then click the update button. When the page refreshes the same fields are once again highlighted as in your screenshot. Am I not doing this right?

            Comment


            • #7
              Org: 00D1I000000nFYX
              Access granted.

              PLEASE HELP!

              Comment


              • #8
                I'm an idiot. I didn't see the "None" option at the top of the menus. I've selected none and now am running with just First, Last and Email. Thanks.

                Comment

                Working...
                X