Jigsaw for salesforce matching
- 1. Jigsaw For Salesforce User MatchingShawn SmithFebuary 02, 2011
- 2. Current JFS issuesJFS currently not matching to all potential records due to differences in data
- 3. Customers complain that records are in Jigsaw but there is no way for them to tell Jigsaw they match
- 4. There is no easy way for JFS clients to contribute to improve the system in a community fashion
- 5. Customer satisfaction/perception of JFS is fallingAdd user interaction to improve JFS Give the end user the ability to manually match Accounts, Contacts and Leads
- 6. Give the end user the ability to correct an incorrect match
- 7. Improve match rates for all customers by adding invisible user data as matching criteria to the JFS cache
- 8. Improve customer satisfaction/perception of JFS capabilities and functionalityAccount “Not Found” Add search link
- 9. Link to Account SearchLink even when matching, different or Graveyard so that customer can fix incorrect matches
- 10. Account search page. Add “Match Account”
- 11. Add Stare and Compare to flow
- 12. Final result, Matched Account.
- 13. Final ResultsThis record will now show matched to the customer
- 14. We will have stored the customers data to improve our matching so that a manual match will now match every time and Jigsaw will not undo the match during a re-sync.
- 15. The customer now has an easy method to manually match Accounts, Contacts and Leads and to correct incorrect matches.
- 16. Customers will see added value to the JFS platform and their perception and satisfaction with JFS will rise.