Record Linking for First Incoming Messages
When a message arrives from a phone number ValueText has not linked to a record yet, ValueText searches one or two Salesforce objects you choose, looking for a phone number match. This is what links a first incoming message to the correct record.
Last updated 28 Nov 2025How record linking works
Most customer data lives in one or two Salesforce objects. Choose those objects under Salesforce > ValueText Setup tab > Other Settings > 1st preference object > 2nd preference object (if required) > Save.
For example, if you set Lead as the 1st preference object, ValueText checks the phone number fields on all Lead records. If the incoming number matches a Lead's phone field, the message is linked to that Lead record.
If no match is found in the 1st preference object, ValueText checks the 2nd preference object.
Set the 1st and 2nd preference objects
- Open the ValueText Setup tab.
Fig 01 - Search for the Other Settings (Optional) section.
Fig 02 - Choose the object for 1st preference object for inbox, and, if you need a fallback, choose an object for 2nd preference object for inbox.
- Click Update.
Fig 03
How an incoming message links to a record
Every message you receive is stored in the message bucket object. When ValueText finds a matching record based on your preference settings, it fills the Related To field on that message bucket record with the matched record's Salesforce ID.
The same message then appears automatically in the mini chat console of the linked record.