3CX-Salesforce Integration Contact Matching Issue

[George_WB]

Hi there,
I am having issues with my integration during CRM Query as when our agents dial a number with 00 in front, in the query it seems that 00 is ignored and this creates some unwanted contact matches.
For example 12345678 is Contact A and 0012345678 is Contact B

An agent calls Contact B and we see this:
Request text: https://xxx.salesforce.com/services/data/v37.0/search/?q=FIND {12345678} IN PHONE FIELDS RETURNING

This means that call log instead of being logged in Customer B, it gets logged in Customer A.

Is there a way to pass all digits, even 00 to prevent this kind of mismatch?

Thank you!

 

[edossantos]

First, it looks like you don't have the latest version of the Salesforce template, as you're pointing to an old API version. Please go to the 3CX Console > Settings > CRM Integration, and you will see an update for the template.

Said this, you can change how many digits are used in the contact lookup from the 3CX Console > Advanced > Contacts > Options > Exact Match. However, the Salesforce web service not always returns the contact details when you use the full number, so please make some tests after you do this change.