Confirm CRM Match (POST)

Confirm or override the CRM record match associated with an object in a Relationship Research insight. Improve object resolution accuracy and make sure objects are linked to the correct CRM records. This resource persists the user’s match confirmation, override, or rejection and makes the updated match information available in subsequent insight retrievals and future insight generations.

Resource

1/connect/relationship-research/insights/{insightId}/entities/{entityId}/crm-match

The {insightId} parameter is the ID of the insight.

The {entityId} parameter is the ID of the entity.

Resource Example

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/relationship-research/insights/rra-insight-000456/entities/rra-entity-001/crm-match

{yourInstance} is the domain name of your Salesforce instance.

Available Version

67.0

HTTP Methods

POST

Request Body for POST

JSON Example

1{
2  "crmRecordId": "003xx0000000AAA",
3  "crmRecordObject": "Contact",
4  "matchOperation": "CONFIRM",
5  "confidenceScore": 0.95,
6  "additionalInfo": "Verified by the account owner."
7}

Properties

Name	Type	Description	Required or Optional	Available Version
`additionalInfo`	String	Optional additional information or notes about the match confirmation. Administrators or support tooling typically use this field.	Optional	67.0
`confidenceScore`	Double	Optional confidence score for the match, from 0.0 to 1.0. Higher values indicate greater confidence in the match accuracy.	Optional	67.0
`crmRecordId`	String	CRM record ID to match this object to, such as 003… for a Contact or 001… for an Account.	Required	67.0
`crmRecordObject`	String	CRM record type, such as Contact or Account. If provided, the system validates that the record ID matches the specified type. If not provided, the system derives the type from the record ID prefix.	Optional	67.0
`matchOperation`	String	Action to apply to the CRM match. Valid values are: `CONFIRM` (default) `OVERRIDE` `REJECT` The default value is CONFIRM. Use CONFIRM to accept the suggested match, OVERRIDE to replace an existing match, or REJECT to indicate that no match must be associated with the object.	Optional	67.0

Response Body for POST

Confirm CRM Match