Hello,
One of our clients is using the Fundraise Up integration with Salesforce. Recently, instead of creating a new Contact and corresponding Household Account, only one was created and inserted into an existing Household Account. Interestingly, the current account had a Contact with the same last name. We've confirmed that there are no Duplicate/Matching rules in Salesforce that would cause this (Fundraise Up says they use Salesforce's rules for matching). Has anyone experienced a similar issue? What could be the reason for this? Thank you!
Best,
Josef
1 answer
Hi there! Are you still looking for help?
+ adding this to the @Nonprofit App Advice and Reviews group and @Data Quality & Management in case folks have insight here!
