Copyright © 2004-2010 Jigsaw

Jigsaw For Salesforce User Matching

Shawn SmithFebuary 02, 2011

Current JFS issues

• JFS currently not matching to all potential records

due to differences in data

• Customers complain that records are in Jigsaw but

there is no way for them to tell Jigsaw they match

• There is no easy way for JFS clients to contribute to

improve the system in a community fashion

• Customer satisfaction/perception of JFS is falling

Add user interaction to improve JFS

• Give the end user the ability to manually match

Accounts, Contacts and Leads

• Give the end user the ability to correct an incorrect

match

• Improve match rates for all customers by adding

invisible user data as matching criteria to the JFS

cache

• Improve customer satisfaction/perception of JFS

capabilities and functionality

Account “Not Found” Add search link

Link to Account Search

Link even when matching, different or Graveyard so that customer can fix incorrect matches

Account search page. Add “Match Account”

Add Stare and Compare to flow

Final result, Matched Account.

Final Results

• This record will now show matched to the customer

• We will have stored the customers data to improve

our matching so that a manual match will now

match every time and Jigsaw will not undo the

match during a re-sync.

• The customer now has an easy method to manually

match Accounts, Contacts and Leads and to correct

incorrect matches.

• Customers will see added value to the JFS platform

and their perception and satisfaction with JFS will

rise.