Hi Matthew Philip ,
1. Did you checked whether any one of the contacts from the CDO has the SFDC ID matching to the lookup table?
2. The CDO field which you are updating is already having some value in it. If yes it may be because if Data import priority. Try to create new field and update the value
Thanks for the follow-up Renuka.
For point #1, yes, the CDO matches a SFDC ID value in the lookup table, so I don't think that is the problem.
Your next point makes a bit more sense, with regards to what I am seeing. Yes, the CDO field (Opportunity Owner) does have a value in it. It looks something like "0018A00000fXt13QAD". The article you included with your post says that "Data priority rules are not applied if the contact is updated using update rules via program build or CDO services".
I'm pretty sure my scenario falls into that exception. (If that isn't the case, please tell me otherwise!)
So... is my solution just to create a new field and update it with the appropriate values in the lookup table based on the SFDC ID in a separate field? Or is it something else entirely?
Another thought I had was just to remove the LookUp table and create a big update rule set as follows:
Set to value "Jane Doe" where Opportunity Owner field = "0018A00000fXt13QAD" and then just duplicate that rule of each of the agents we have.
More manually intensive and not the ideal solution, but it gets me what I need for now.