clearMDM Agentforce Agent Actions

clearMDM Agentforce Agent Actions can be installed from the Salesforce AgentExchange and available for clearMDM v9.27 and above. In this post we will explore the MDM Agent Actions available in turn.

MDM Create Matching Rule

The MDM Create Matching Rule Action, enables the creation of Matching Rules using Agentforce. This is particularly helpful when creating Matching Rules for the first time. When you ask to create a Matching Rule, a number of steps are prompted:

1. If you have not specified which Object the Matching Rule is for, you will be asked to specify.
2. If the Rule is for Account Object, then a question will be asked if this applies to Person Accounts (if enabled).
3. If there are more than 1 Record Types within the Object, then which Record Type will need clarifying.
4. The Field that the Matching Rule is to be written for will be asked.
5. The Match Type will be need confirming ( Key, Key Deterministic, Fuzzy, Deterministic, Deterministic Strict, Exact or Ignore).
6. Any Max and Null scores will need entering (dependent upon the Match Type used).
7. Finally the question will be asked as to whether this Matching Rule applies to Match Only.

Once these steps have been completed, the Matching Rule will be confirmed as being created. This can be validated by checking the MDM Settings, Target Object Rules tab.

MDM Create Merge Rule

The MDM Create Merge Rule Action, enables the creation of Merge Rules using Agentforce. This is particularly helpful when creating Merge Rules for this first time. When you ask to create a Merge Rule, a number of steps are prompted:

1. If you have not specified which Object the Merge Rule is for, you will be asked to specify.
2. If the Rule is for Account Object, then a question will be asked if this applies to Person Accounts (if enabled).
3. If there are more than 1 Record Types within the Object, then which Record Type will need clarifying.
4. You will be asked to specify the Merge Rule Name (which can be no more than 80 characters).
5. You can then select the Merge Rule Type (Newest, Oldest, Quality or Frequency).
6. You will then be asked for the Required Fields and if there are any Optional Fields for the Merge Rule.

Once these steps have been completed, the Merge Rule will be confirmed as being created. This can be validated by checking the MDM Settings, Attribute Groups.

MDM Find Matching Records

The MDM Find Matching Records Action, allows Matching Records to be found using Agentforce. A Matched Record can be identified in one or two ways, by the Record ID or by the Record Name. When you ask to find a Match, a number of steps are prompted:

1. When a Match is found, you will be presented with the result and asked if you would like to Merge the records. At this point, you can check the result to ensure you want to proceed with Merging.
2. You will also be asked if you want to specify which one should be the Master Record.
3. Once the Merge is complete, a link to the Master Record and Merge Source Records are displayed.

You can validate the result by clicking on the links displayed.

MDM Merge Matched Records

The MDM Merge Matched Records, Merges Records that have been identified as Matches. An example of this is in the MDM Find Matching Records above. When you ask to Merge Records, a number of steps are prompted:

1. Entering Merge Records whist within a Record, will prompt a search for Matches first. You will be presented with the result and asked if you would like to Merge the records. At this point, you can check the result to ensure you want to proceed with Merging.
2. You will also be asked if you want to specify which one should be the Master Record.
3. Once the Merge is complete, a link to the Master Record and Merge Source Records are displayed.

You can validate the result by clicking on the links displayed.

To find out more about clearMDM Agentforce Agent Actions, please do not hesitate to contact us at support@clearmdm.com.