Optional Modules
AAD Connectivity
Optional Modules
AAD Connectivity
This functionality allows you to auto map entity attributes for across entity matching.
Note: This is only available if you use the Across Entity Matching Module.
To access this option, click this:
At which point you will be presented with:
If you select No, nothing will happen and the box will disappear.
If you select the Yes button Perfect & Merge will go through your entities and match any similar attributes across entities
E.G. Lead.Fullname may match to Account.Name.
Once the process is complete the following pop-up will appear: