Attach Invoca call data to Salesforce lead records by matching the correct Customer String or Business Object field in your Salesforce Matching Logic settings.Before you begin: You need access to your Salesforce webhook’s delivery data (through the webhook’s Deliveries page or a Kibana search) and permission to edit Matching Logic settings in Salesforce.
Overview
Invoca sends call data to Salesforce as either a Business Object or a Customer String, each with an assigned number — for example,customer.string.9 or customer.business.object_2. To have this data populate the correct field on a lead record, Salesforce’s Matching Logic settings need to point to the same object or string number Invoca is using.
Steps
- Check which data points are being sent to Salesforce in a delivery. You can find this on the Salesforce webhook’s Deliveries page, or by searching in Kibana.
- Note the Business Object or Customer String number assigned to each data point you want to match. For example, Invoca might send the calling page URL as Customer String 10.
- In Salesforce, open your Matching Logic settings.
- Find the field that corresponds to the data point you noted in step 2 (for example, the “Invoca Calling Page” field), and update its setting to match the same Customer String or Business Object number — in this example, Customer String 10.
- Save your changes. The data attaches to lead records going forward.