Skip to main content

Configuration & Execution

Prerequisites

Salesforce Setup → Sales → Notes Settings → Enable Notes must be activated.

New RaiseNow Configurations​

Logging Level

Smart Matching results (execution logs, applied rules, matched object references) are stored as Notes related to the GiftTransaction record. Each execution creates a Note on the GiftTransaction (if logging-level values != none)

Name: logging-level
Context: smart-matching
Value:  none / debug

Auto Execution

Determines if Smart Matching is executed automatically immediately afterCreate of a GiftTransaction record.

Name: auto-execution
Context: smart-matching
Value: true / false

Manual Execution​

Smart Matching view​

Button to process rules for multiple GiftTransactions (up to 20 at once).

smart-matching-tab-view

GiftTransaction Record Page​

Button to process rules for a single GiftTransaction.

gifttransaction-record-page

Programmatic Execution​

Public APEX method​

Set<Id> giftTransactionIds = new Set<Id>();
giftTransactionIds.add('{{SF_ID1}}');
giftTransactionIds.add('{{SF_ID2}}');

Map<String, Object> arguments = new Map<String, Object>();
arguments.put('giftTransactionIds', giftTransactionIds);

RaiseNowNPOKit.Service.requestSmartMatchingRuleProcessing(arguments);