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Jigsaw for Salesforce Configuration Guide

Jigsaw for Salesforce Configuration Guide Salesforce , Winter '19. @salesforcedocs Last updated: October 8, 2018. Copyright 2000 2018 , inc. All rights reserved. Salesforce is a registered trademark of , inc., as are other names and marks. Other marks appearing herein may be trademarks of their respective owners. CONTENTS. Jigsaw FOR Salesforce Configuration Guide .. 1. Jigsaw for Salesforce Overview .. 1. Understanding Jigsaw for Salesforce .. 1. Understanding Matching Methods .. 2. Understanding Contact and Lead Matching .. 3. Understanding Company Matching .. 4. Configuring the Automated Cleaning .. 5. Limiting Which Records are Cleaned .. 6. Backing Up Jigsaw for Salesforce Account, Contact, and Lead Records (Optional) .. 6. Edition-Specific Considerations for Jigsaw for Salesforce .. 7. Best Practices .. 7. Reports and Dashboards .. 10. Custom Fields .. 13. Account Custom Fields .. 14. Contact Custom Fields.

JIGSAW FOR SALESFORCE CONFIGURATION GUIDE Jigsaw for Salesforce Overview Jigsaw for Salesforce is an AppExchange package built on the Lightning Platform platform.

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