SalesforceCommerceCloud / b2c-crm-sync

... a contemporary perspective on how to integrate B2C Commerce and the Salesforce Customer 360 Platform to power frictionless customer experiences in the B2C domain.
https://salesforcecommercecloud.github.io/b2c-crm-sync/
BSD 3-Clause "New" or "Revised" License
64 stars 47 forks source link

Provide guidance on how to "fix" duplicate rule mappings for Customers implementing b2c-crm-sync with PersonAccounts. #1

Open djb2c opened 3 years ago

djb2c commented 3 years ago

Issue Summary

When deploying PersonAccounts -- the Contact: B2C Commerce: Standard Person Accounts duplicate rule's fieldMappings can sometimes be rendered out of order. This seems to be a bug with the platform, as the meta-data mapping definition doesn't deviate from the format used for the Contact duplicate rule.

Incorrect Field Mapping Order

image

In this image the fields are in the wrong order; they should be rendered in the following order.

Correct Field Mapping Order

image

As of this writing, there is no fix for this issue. The issue seems to occur intermittently and inconsistently. Thankfully, this issue can be resolved manually by adjusting the field mappings.

Issue Resolution Instructions

  1. Edit the Contact: B2C Commerce: Standard Person Accounts duplicateRule.
  2. Scroll down the bottom half of the display and find the Conditions Heading. The mapped fields should be visible underneath this heading.
  3. Update the field mappings so to reflect the following fields in this order:

The first five fields should be set to not equal to an empty string. We want these field mappings to evaluate fields where these values are populated. For the last field (B2C CustomerList ID) -- we want this field mapping to evaluate when the field is not populated.

  1. Ensure the filter-logic field contains the following fieldMapping rules logic:
1 OR (2 AND 3) OR (2 AND 4 AND 5) OR (2 AND 4) OR (4 AND 5 AND 6)

The filter logic defines in what sequence filters should be processed -- and maps the fieldNumber (ex. 1, 2, 3, etc.) to the fields described above. Another way to think about this filter logic is:

The combination of the fieldMappings and filter logic is how duplicate rules evaluate matches. Customers can extend the rules by adding new fields and filter logic conditions to the rules definition.

  1. Click the Save button to save your changes.