Mapping of User Data Fields to Salesforce Objects

The TeleMessage module for Salesforce associated mobile communication with several Salesforce objects.

So all employee communication from his mobile phone, will be displayed under the appropriate Contact/Case/Lead/User.

The different fields and objects used to associate data appear below.

Salesforce Objects:

The TeleMessage module archiving handler tries to associate a TeleMessage mobile calls or message with the following Salesforce objects:

1. User object
2. Contact object
3. Lead object
4. Case object

Matched fields for association:

For Users, Contacts and Leads the we attempt to find matches based on the fields below:

1. email
2. normalized mobile
3. normalized phone

Note:
The Salesforce phone or mobile numbers might include  special characters that are often used to separate between the number components, i.e. (204) 291-9869, 204.291.9869, etc.
However, the TeleMessage archived messages includes the phone numbers in a full international format, with country and area code and without any special characters (i.e. 12042919869).
Therefore, our module tries to normalize the mobile and phone fields, and remove adjust it to a similar format for matching of data.