Function Name:
Attach Record
Purpose:
This function is used to attach incoming records from your Source Synapse to an existing Syncari record according to your criteria. Before configuring this function you will need to determine the condition that will be used to compare the incoming record from the Source Synapse to an existing Syncari record. For example, Email Address of an incoming Lead record will be used to determine a matching Syncari Record.
The incoming record will be attached to an existing Syncari record if one matches the condition. A new Syncari record will be created if the incoming record does not match an existing Syncari record based on the criteria. Note that once the external ID for the record is mapped with the Syncari record we will use that ID to locate and update the Syncari record.
Duplicates from the same Source Synapse will not be attached to the same Syncari record.
For example, if Salesforce has two Leads with the same email address and different Lead IDs:
syncaroo@syncari.com (ID: 00Q4x000002Xga0EAC)
syncaroo@syncari.com (ID: 00Q4x000005Zbc0AAA)
You will get two Syncari records created even if you have the Attach Record condition set to attach on a matching Email Address. See Merge Studio for more information on how to manage incoming duplicates from your Source Synapses.
Configuration:
1. Enter a Display Label for the node. This will be helpful with identifying the node when viewing your Entity Pipeline.
2. Enter a Description that will explain the criteria configured to attach the incoming source record to the existing Syncari Record.
3. Add the condition in Lookup Syncari Record To Attach that will be used to lookup an existing Syncari record.
See the Record Unification article for additional details/examples on using this function.