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docs: Salesforce fuzzy matching, tiebreaker, record type filtering, and sync errors#104

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docs: Salesforce fuzzy matching, tiebreaker, record type filtering, and sync errors#104
mintlify[bot] wants to merge 1 commit intomainfrom
mintlify/salesforce-tiebreaker-1776106232

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@mintlify mintlify bot commented Apr 13, 2026

Summary

Documents new Salesforce integration features shipped in calcom/cal#1542 by @syed Ali Shahbaz.

What shipped: Salesforce now supports fuzzy domain matching across TLDs (e.g. acme.co.uk → acme.com), a tiebreaker waterfall for resolving multiple account matches, the ability to exclude specific account record types from matching, field rules for controlling round robin skip behavior, and sync error notifications displayed in event type settings.

Changes

  • apps-and-integrations/salesforce.mdx: Added sections for fuzzy domain matching, exclude account record types, field rules for round robin skip, sync error notifications, and updated the account matching waterfall to include step 4 (fuzzy match) and tiebreaker logic.
  • routing/routing-overview.mdx: Updated the Salesforce routing section to mention fuzzy domain matching, tiebreaker waterfall, and record type exclusion with links to the main Salesforce docs page.

…eld rules, and sync error docs

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mintlify bot commented Apr 13, 2026

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calcomhelp 🟢 Ready View Preview Apr 13, 2026, 6:52 PM

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