Troubleshoot Record Matching Issues in Sales Navigator

Last updated: 3 years ago

Record matching issues between Salesforce and Sales Navigator, are generally caused due to step being missed during embedded profile installation, or due to individual’s edit permissions in Salesforce.

Here's a tip

With Record Match Correction for CRM integrations, you can also verify and correct a CRM record match by clicking Edit match on an Enterprise profile, then View in CRM to confirm/create a new CRM match record.