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2. Smart Matching Rules

The Smart Matching tool in Salesforce extends RaiseNow’s payment reconciliation capabilities. It allows organizations to automatically or manually assign unreferenced or incomplete bank transactions (Gift Transactions) to the correct records in Salesforce. This ensures higher automation, fewer manual interventions, and full transparency in the donation and payment management process.

Key Features​

  • Flexible rule definitions: Create conditions using IBAN, name, address, or keywords from payment raw data.
  • Prioritization and chaining: Order rules to define matching strategies, ensuring the most relevant conditions are applied first.
  • Static assignments: Define fallback assignments, e.g., always link recurring payments with a fixed purpose to a given Campaign.
  • Transparency: Every step and outcome is logged for audit and review.

Smart Matching Process​

Each Gift Transaction goes through the Smart Matching process, which executes defined rules in order. The outcome of each rule is logged for full traceability (if wanted).

1. Find Rules​

Filter (Find): Define conditions to search existing Salesforce records. Compare Gift Transaction fields with object fields or values. Combine filters with logic (AND/OR).

Map (Find): When a matching record is found, define how its fields populate the Gift Transaction. Optionally, set fixed values for consistency.

If one or more records match the criteria, currently the match is skipped.

2. Create Rules​

Map (Create): If no matching record exists, specify how Gift Transaction data is used to create a new record. Add fixed values to ensure completeness (e.g., default Campaign, default Account type).

Rule Execution Log​

Rule execution log

For every Gift Transaction, an execution log shows:

  • Which rules were executed
  • Salesforce IDs of matched or created records
  • The final result and applied mappings

This ensures full transparency and traceability of the Smart Matching process.

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