Configure Salesforce Custom Metadata for Fullcast Routing

  • Published on May 2, 2025
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This guide explains how to configure the necessary Salesforce Custom Metadata Types for your Fullcast routing policy. Proper configuration ensures the correct data flows from Salesforce to Fullcast for accurate routing. This involves setting up Fullcast Setting, Fullcast Policy Setting, and Fullcast Policy Rules within Salesforce.

Prerequisites

Before you begin, ensure you have the following information:

  • Fullcast Tenant ID:

    1. In Fullcast, click your user avatar in the upper-right corner.

    2. Locate your tenant name beneath your user.

    3. Click the Copy icon next to the tenant name.  

  • Field API Names and Labels: Identify all fields used in your Fullcast Territory Rules. You may have already done this while planning your routing policies.

    1. In Fullcast, navigate to Settings > Entities & Fields.  

    2. Select Account from the Entity dropdown.  

    3. Note the Field (API Name) and Label values for each field used in your territory rules.  

    4. If using map rules, confirm whether Shipping or Billing address data is used by navigating to Settings > Entities & Fields > Address Mapping.  

Configure Fullcast Setting in Custom Metadata

This setting enables core Fullcast functionality like data cleaning and matching triggers.

  1. In Salesforce, navigate to Setup > Custom Metadata Types (Use the Quick Find box).

  2. Find Fullcast Setting and click Manage Records.  

  3. Next to the relevant Fullcast Setting record (usually there's only one), click Edit.  

  4. Locate Lead Trigger Flag and/or Account Trigger Flag and check the boxes.  

  5. Click Save

Purpose of the Lead and Account Trigger Flags

These flags activate Fullcast's Clean Domain process upon edits to lead/account website or email fields, ensuring data hygiene. The Lead Trigger Flag also initiates the Best Matched Account (BMA) process after Clean Domain runs, helping to link leads to the correct accounts.

Configure Fullcast Policy Setting in Custom Metadata

This section connects your Salesforce org to your Fullcast tenant and configures essential routing parameters like Clean Domain and BMA field mappings.

Verify Tenant ID and Clean Domain URL

  1. In Salesforce, navigate back to Setup > Custom Metadata Types.

  2. Find Fullcast Policy Setting and click Manage Records.  

  3. Review the existing records:

    • Find the record labeled Tenant ID and confirm the Field Value matches the Tenant ID you copied earlier.

    • Find the record labeled Clean Domain and confirm there is a URL in the Field Value field.

      • Clean Domain URL

        If the Clean Domain URL is missing, contact Fullcast Customer Support for the current URL, as routing may fail without it.

Create Custom Fields for Clean Domain and BMA Results

To view the results of Fullcast's data processing directly on your Lead and Account records, create corresponding custom fields in Salesforce.

  1. Navigate to Setup > Object Manager.

  2. Select the relevant object, go to Fields & Relationships, and click New. Create the following fields:

    • Data Type: Text, Field Label: Fullcast Clean Domain Lead, Field Name: Fullcast_Clean_Domain_Lead (or similar).  

    • Data Type: Lookup Relationship (to Account) or Text, Field Label: Fullcast Best Matched Account, Field Name: Fullcast_Best_Matched_Account (Choose the data type appropriate for your process).  

  3. Select the Account object, go to Fields & Relationships, and click New. Create the following field:

    • Data Type: Text, Field Label: Fullcast Clean Domain Account, Field Name: Fullcast_Clean_Domain_Account (or similar).  

Map Custom Fields in Fullcast Policy Setting

Link the custom fields you just created to the corresponding Fullcast processes.

  1. Navigate back to Setup > Custom Metadata Types > Fullcast Policy Setting > Manage Records.

  2. Find and Edit the following records (or create them if they don't exist using the New button):

    • Lead Clean Domain: Set Field Value to the API name of the Lead custom field you created for the clean domain (e.g., Fullcast_Clean_Domain_Lead__c).  

    • Lead Best Matched Account: Set Field Value to the API name of the Lead custom field you created for the best matched account (e.g., Fullcast_Best_Matched_Account__c).  

    • Account Clean Domain: Set Field Value to the API name of the Account custom field you created for the clean domain (e.g., Fullcast_Clean_Domain_Account__c).  

  3. Click Save after editing each record.

Map Fields Used in Territory Rules

Fullcast needs to read lead fields that correspond to the account fields used in your territory hierarchy rules. Map each required field here.

  1. Navigate back to Setup > Custom Metadata Types > Fullcast Policy Setting > Manage Records.  

  2. Click New to map the ID field for the record you are routing. Here, we give the example of Lead.

  3. Fill in the fields as follows:  

    • Label: fio_Id

    • Fullcast Policy Setting Name: fio_Id

    • Field Value: Id

    • Module Name: RouteLead

  4. Click Save.

  5. For each Account field used in your territory rules (which you identified in the Prerequisites), click New again and create a mapping record. Follow the guidelines below for filling in the fields.

    • Label: Enter the field’s Fullcast API Name (from Settings > Entities & Fields > Account in Fullcast).  

    • Fullcast Policy Setting Name: This auto-fills based on the Label. You can change this to make it easier for you to identify, but ensure it remains unique.  

    • Field Value: Enter the corresponding Lead field’s Salesforce API Name (from Setup > Object Manager > Lead > Fields & Relationships in Salesforce).  

    • Module Name: RouteLead (This is always the value for lead routing field mappings).  

    • If using map rules (Country, State, City, etc.), ensure you map the correct Lead address fields (e.g., Country, State, City) corresponding to the Account address fields (Shipping or Billing) used in your rules.  

    • Click Save.

Configure Fullcast Policy Rules for BMA

Define the logic for how Fullcast's Best Matched Account (BMA) feature identifies matching accounts for leads. This example provides a basic domain-based match. For more complex scenarios, refer to How does Best Matched Account work?

  1. In Salesforce, navigate to Setup > Custom Metadata Types.

  2. Find Fullcast Policy Rules and click Manage Records.  

  3. Click New.  

  4. Enter the following information:  

    • Label: BMA Domain Match

    • Fullcast Policy Rules Name: (This auto-populates)

    • Criteria: Field Compare

    • Condition: AND

    • String: (Leave blank)

    • Field 1 Object: Lead

    • Field 1: Enter the API name of your Lead Clean Domain custom field (e.g., Fullcast_Clean_Domain_Lead__c).

    • Field 2 Object: Account

    • Field 2: Enter the API name of your Account Clean Domain custom field (e.g., Fullcast_Clean_Domain_Account__c).

    • Operator: Equal To

    • Order: 1

  5. Click Save.

Activate Salesforce Matching Rules

Fullcast BMA utilizes Salesforce's standard matching rules to help identify duplicates and matches. Activate the standard account rule.

  1. In Salesforce, navigate to Setup > Duplicate Management > Matching Rules.  

  2. Find the Standard Account Matching Rule.

  3. Click Activate.  

Create or Confirm User Queues

As part of the policy stage for Default Users, you have the option to route records to a Salesforce Queue. These can serve as fallback assignment targets if your routing rules cannot identify a specific user owner for a record. Refer to Salesforce documentation to configure these: Create Queues