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Troubleshooting - Summary Mapping to Wrong Record
Publish Date: May 27, 2026
Description
In case you find that the calls are linked to the Wrong Opportunity, Account, or Lead. Here are some top reason for this mismatch.
A quick manual intervention can ensure that these users are not mapped in the future.
Resolution
The algorithm follows the following logic for mapping:
Poor data hygiene is the usual cause of incorrect account/opportunity mapping, although it can still happen in some cases. The support console allows users to review how a meeting was mapped.
Click Meetings → (Meeting Record) → Salesforce Entities:
Occasionally, Momentum will flag a conference room user or note taker as a participant. These users can be excluded manually to prevent future mapping.
Knowledge Article Number
005321959
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