Inbound payment data takes many forms with essential details as well as nice-to-have information. In this course, we show you how to use Guided Matching to reconcile inbound payment data. This course assumes you have a solid understanding of FinDock and general know-how of data structure, query and management on Salesforce.

If you run into technical issues with setting up or using FinDock, please contact FinDock Support (support@findock.com).