--- title: "Matching Dialpad Contacts & Logging Calls to Salesforce" slug: "matching-dialpad-contacts-logging-calls-to-salesforce" description: "Dialpad's Salesforce integration logs calls between agents and contacts to the connected Salesforce instance." tags: ["ai contact center", "ai sales", "ai voice", "call logging", "contact matching ", "dialpad call center", "Dialpad sell", "dialpad talk", "log call", "Manual Contact Matching", "Salesforce app", "Salesforce Integration", "salesforce matching"] updated: 2025-11-26T15:37:37Z published: 2025-11-26T15:37:37Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.dialpad.com/llms.txt > Use this file to discover all available pages before exploring further. # Matching Dialpad Contacts & Logging Calls to Salesforce Dialpad's Salesforce integration lets you log calls between agents & their contacts to the company's connected Salesforce instance. Let's take a look at how this works. > [!NOTE] > Who can use this > > Our Salesforce integration is available to [Dialpad Sell](https://www.dialpad.com/products/sales-dialer/) and [Dialpad Support](https://www.dialpad.com/products/cloud-contact-center/) customers, as well as [Dialpad Connect](https://www.dialpad.com/products/business-phone-system/) users on [Pro and Enterprise plans](https://www.dialpad.com/pricing/). > > Company and Office Admins can configure contact matching and call logging settings. ## Automatic contact matching As an admin, you can set an order of preference to make it easier for Dialpad to resolve matches when there are multiple matching records in Salesforce. The Salesforce object type that is set with the highest preference will be used to auto-identify the correct matching record & log the calls. By default, Dialpad attempts to find matching records in Salesforce by using the contact’s name, phone number & email address.

To configure Automatic Contact Matching, head to your Dialpad Admin Settings

 1. Navigate to **My Company** 2. Select **Integrations** 3. Select **Options** beside Salesforce 4. Select **Manage Settings** 5. Select **Auto-match with Dialpad Contact** ![Automach_DP_contact_SF.png](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/14327828640667.png) > [!NOTE] > Note > > Auto-matching only works if there is a **single match**of the object type at the top of the order: > > For example, based on the auto-match order defined in the visual above > > 1. If there is 1 account, and 3 contacts, it will auto-match to the account > 2. If there are 2 accounts and 3 contacts, there will be **no auto-match**as there is ambiguity because of multiple accounts > 3. If there are 2 accounts and 1 contact, there will be **no auto-match**as there is ambiguity because of multiple accounts, and the account is higher in the preference order > 4. If there are 0 accounts and 1 contact, it will auto-match to contact, as it is the next auto-match preference in the order ### Contact syncing Make sure Dialpad stays in sync with your Salesforce contacts by turning on automatic updates for contact names and company info. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/SFDC-contact-syncing.png) ### **Resolve Person Accounts** Choose to resolve for Person accounts which means Dialpad will automatically disregard the duplicate contact record that comes with every person's account record for auto-matching. ![sfnew22.png](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/sfnew22.png) ### **Log Calls as Activities** You can also choose whether Dialpad should log all calls to Salesforce without requiring an exact matching record in Salesforce. If you check the option****Log call only when exact match is identified in Salesforce**, Dialpad will only log calls where a matching record has been identified in Salesforce for the contact. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/sfdc-call-logging.png) If the option is unchecked, then all calls will be logged to Salesforce. For calls that don't have a matching record in Salesforce for the contact, the corresponding call activity in Salesforce will not have any value in the attribute **Name**. You can also choose to make call logging mandatory, so that your agents must always provide a subject and note(s) before they can make another call. > [!TIP] > Tip > > Use the **Log call activity as** setting to choose how you want your call activity to be logged in Salesforce. By using the Dialpad Call Object, you’ll be able to take advantage of Dialpad’s incredible AI features. You can choose to: > > - Log call activity as a Salesforce Task: Every call will be logged as a Salesforce task. However, Dialpad won’t be able to populate AI-generated Action Items and Summaries since long text format is not available on the Salesforce Task. > - Log call activity as a Dialpad Call Log Object: Every call will be logged with our custom object that is rich with data including the information generated by Dialpad AI. You can find all the available fields here. > - Log call activity as both a Dialpad Call Log Object ad Salesforce Task: Every call with be logged with both a Salesforce Task and Dialpad Call Log object. > > Learn more about our [supported AI fields](https://help.dialpad.com/docs/dialpad-ai-salesforce#supported-ai-fields) and the [Dialpad Custom Object](https://help.dialpad.com/docs/dialpad-ai-salesforce). ### Manual contact matching Dialpad also supports **Manual Contact Matching** in Salesforce. To configure Manual Contact Matching, go to your **Dialpad Admin Portal.** 1. Navigate to **My Company** 2. Select **Integrations** 3. Select **Options** beside Salesforce 4. Select **Manage Settings** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/Company-settings-integrations(1)(7).png) 5. Navigate to **Activity logging and linking** 6. Check the box beside **Manual-Match with Dialpad Contact** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/SFDC-manual-match.png) When Manual-Match is enabled, Dialpad will always ask the user to confirm that the call is logged against the correct Salesforce entity (Lead, Contact, Account, Case). If multiple matches are found, Agents will need to select the correct match from the list of potential matches. ## Logging calls retroactively Sometimes calls fail to log to Salesforce because there were no (or multiple) matching records found for the Dialpad contact. Unlogged calls can be retroactively matched to maintain an accurate history in the CRM system. To retroactively log a call to a Salesforce record: and select Connect beside the record you want to connect. 1. Go to the **Unlogged** section of your inbox 2. Find the call you'd like to log 3. Select **Connect** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/unlogged-sfdc(1).png) 4. Choose the desired contact, or select **Create new record** to create a new record 5. Select **Connect** ## Related - [Use Salesforce for Dialpad](/use-salesforce-for-dialpad.md) - [Salesforce ](/salesforce.md) - [Salesforce Troubleshooting](/salesforce-troubleshooting.md)