To configure this feature:

1. Ensure Configuring Accounts is complete.

2. Ensure the matchid__v object type field is enabled for all object types on the account__v object.

   

The stamping process is performed by the Core CRM System User that must have the necessary permissions to update the matchid__v field on accounts. Additional configuration may be needed, depending on your organization's configuration of the Account object.

Custom Account Object Types

The Core CRM System User is assigned to the Core CRM Integration Security Profile, which uses the standard Core CRM Permission Set that Admins cannot modify.

If custom object types on the Account object exist, Admins must create and assign a User Role to the Core CRM System User to grant Edit permission to the custom object types. This allows the Match ID value to be updated. The permissions provided in the User Role are additive with the permissions from the Core CRM Integration Security Profile.

To create and assign a User Role to the Core CRM System User, do the following:

1. Ensure a Permission Set exists that grants Edit access to each custom Account object type. To create a new Permission Set:

   • Navigate to Admin > Users & Groups > Permission Sets
   • Select Create
   • Enter a Name for the permission set. For example, Accounts Custom Object Type Permissions
   • Select Save
   • Select Objects Tab > Accounts
   • Select Edit
   • Grant Edit access to all custom object types on the Account object
   • Select Save

2. Create an Application Role:

   • Select Admin > Users & Groups > Application Roles
   • Select Create
   • Enter a Label
   • Enter a Name
   • Select the appropriate Permission Set
   • Select Save

3. Add a related object section for the User Role object to the User object detail page layout.

4. Add the appropriate User Role to the Core CRM User:

   • Navigate to the Core CRM User detail page
   • Find the User Role related object section
   • Select the Application Role created above
   • Select OK

Custom Sharing Rules

If Custom Sharing Rules are configured on the account object, the Core CRM System User must be provided access to update all Account records.

• If Custom Sharing Rules were configured on the Account object before 25R3.0, a Custom Sharing Rule (“Core System User Full Account Access”) has already been provided

• If Custom Sharing Rules are configured on the Account object after 25R3.0, Admins must create a Custom Sharing Rule

To create a Custom Sharing Rule for the Core CRM User:

1. Navigate to Admin > Configuration > Objects > account__v > Sharing Rules tab.

2. Select Create.

3. Create the new sharing rule using the information below:

   Attribute	Value
   Label	Core CRM System User Full Account Access
   Name	core_crm_system_user_full_access__c
   Active	True
   Criteria	[]
   Role	Editor
   Members	User.application-core_crm_int@<vaultdomain>.com