Matching Configuration

Learn how to tailor your filtering, rules, and signals to optimize the match rate for your organization

After completing this course, you'll be able to:

Understand the factors that influence how GTM-team activities get matched to your Salesforce objects (Accounts, Opportunities, and Leads)
Create Custom Business Logic to configure how activities are matched through Eligibility Filter Groups and Ranking Groups
Test any changes before you finalize them so you can see if your changes will achieve your desired outcome

Matching configuration is found in the Settings Menu > Configuration Profiles:

After completing this course, you'll be able to:

Understand the factors that influence how GTM-team activities get matched to your Salesforce objects (Accounts, Opportunities, and Leads)
Create Custom Business Logic to configure how activities are matched through Eligibility Filter Groups and Ranking Groups
Test any changes before you finalize them so you can see if your changes will achieve your desired outcome

Matching configuration is found in the Settings Menu > Configuration Profiles: