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Is there a workaround for using Lead to Account Matching with indirect relationship accounts in AEP?

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Employee

Lead to account matching does not consider indirectly linked accounts. Is there a way to mitigate this like a workaround without changing any structure of schema, etc. ?

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@AlokLa  think of looking common identifier between lead and account. If these identifiers are ingested or if no 1st plan to ingest them.

Once in schema define a relationship in a way to indirect / unique relationship. Once you have list of available attributes between lead and account then it would easy to figure. I think you can look for email domain name and organization name

 

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Correct answer by
Level 8

@AlokLa  think of looking common identifier between lead and account. If these identifiers are ingested or if no 1st plan to ingest them.

Once in schema define a relationship in a way to indirect / unique relationship. Once you have list of available attributes between lead and account then it would easy to figure. I think you can look for email domain name and organization name