Fix Incorrect Contact Match in Salesforce

  • Updated

In Salesforce, you can fix incorrect matches between Sales Intelligence and Salesforce Contact data. 

Tip: If you can't find a company or person in your search, you can submit basic company and people details to Demandbase and add them to our database. See Add a Company or Person Record in Sales Intelligence.

Steps

  1. In Salesforce, go to any Contact record.
  2. Go to the Demandbase Sales Intelligence app.  
  3. Next to the Contact name, click the pencil icon. 
    Pencil.png
  4. Search for a Contact and click Select next to the correct Contact. 
    Match.png