Salesforce Matching Rules
Define what webhook fields match to Salesforce fields, then optionally add additional query conditions
Primary Match Criteria
Define what webhook field (e.g., caller phone) matches against which Salesforce field.
Additional Conditions
Add optional query groups or SOSL queries for complex filtering and matching logic.
Fuzzy Matching
Choose from equals, contains, starts with, ends with, or fuzzy match operators.
No matching rules yet
Get started by creating your first Salesforce matching rule
