Guides
Account matching
Tomba for Salesforce links people to the companies you already have, using the company domain. It runs inside Salesforce and uses no Tomba credits.
How it works
- Every Account gets a Tomba Domain (
stripe.com) from its Website, kept up to date automatically. For existing Accounts, run the Index company domains bulk job once (Tomba Bulk › Accounts). - A Lead's domain comes from its Website, otherwise from its email. Webmail addresses (gmail.com, outlook.com…) are ignored.
- The Lead or Contact gets Tomba Matched Account. When several Accounts share the domain, the oldest one is chosen and Tomba Match Ambiguous is checked.
Turn it on
In Tomba Setup › Automation › Account matching:
| Option | Effect |
|---|---|
| Match Leads and Contacts to Accounts by company domain | New and changed records are matched when saved, and records enriched by Tomba are matched afterwards |
| Link Contacts without an Account | Sets the Contact's Account to the match (otherwise only Tomba Matched Account is filled) |
To match existing records, run Match to Accounts from the Tomba Bulk tab or a list view. The Tomba Insights panel shows the match and offers Link to account on Contacts without an Account.
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