“prematch” requirements

  • Hi,　Thanks for the great plugin.
    I have a question.

    I am mapping salesforce leads to wordpress users.
    If I set the “Email” of the Salesforce Field to prematch, the same email address exists in salesforce and when a user registers with that email address in wordpress, it syncs as expected.
    However, if “Phone” is set to “prematch,” it will not sync, and furthermore, it will not push correctly, regardless of whether the phone number exists in Salesforce or not.
    Salesforce Id is registered with an ID starting with tmp.
    Are there any requirements for the items that can be set in “prematch”?
    The error log is “Object: Lead Message: Provided external ID field does not exist or is not accessible: Phone”.
    I checked the “Email” and “Phone” fields on the salesforce side, and the only difference I could find is whether the data type is email or phone number.

    Best regards.

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Author Jonathan Stegall

    (@jonathanstegall)

    Yes, it’s because of how WordPress stores metadata. A field like email is going to be part of the initial creation of the user record, but phone is going to be stored after the record is already created, so the plugin will fail to match on it. There’s a bit of additional detail about this in the plugin’s FAQ, under the “Mapping required fields” heading (which I’m realizing is too specific a heading).

    In any case, this is an unfortunate effect of how WordPress stores metadata and there’s not a lot the plugin can do about it.

    Thread Starter tomottent

    (@tomottent)

    In salesforce, neither “Phone” nor “Mail” is a required field, but I understand that “Phone” cannot be set to “prematch” in the user’s mapping due to wordpress specifications, is that correct?

    Plugin Author Jonathan Stegall

    (@jonathanstegall)

    Yes. In the case of prematching it’s not about whether the field is required, but the same details apply because the sync is not able to access the field when the prematch happens.

Viewing 3 replies - 1 through 3 (of 3 total)
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