Job Tracker

Configure Delpha’s Job Tracker to monitor job changes and manage contact movements. Match accounts by ID or name, auto-create missing accounts and automate contact updates when job shifts are detected

Job Tracker Configuration in Delpha

The Job Tracker allows Delpha to track job changes for Contacts and enrich your Salesforce data by identifying movements across companies. It includes flexible automation settings for account matching, new account creation, and contact movement management.

Key Configuration Options

• Match By

  • Description: Defines how Delpha matches accounts between Salesforce and LinkedIn

  • Options:

    • By ID then by Name (default)

    • By ID

    • By Name

  • Purpose: Ensures accurate enrichment by prioritizing LinkedIn ID with fallback to name matching

• Create New Active Accounts

  • Description: Determines what to do if a contact’s job points to an account not in Salesforce

  • Options:

    • Do Nothing

    • Ask to Create a New Account (default)

    • Create Automatically New Active Accounts

    • Create Automatically and Link Contact to Account

• Manage Contact Has Moved

  • Description: Handles how Delpha reacts when a contact has changed companies

  • Options:

    • Do Nothing

    • Ask to Move (default)

    • Move Automatically When Possible

    • Move Automatically and Update Title

    • Ask to Create a New Contact

    • Create New Contact Automatically When Possible

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Key Takeaways for Users:

• Use Match By to determine how Salesforce accounts should be matched with LinkedIn data. The recommended option is "By ID then by Name."

• Configure Create New Active Accounts to define the level of automation for handling new accounts, from manual prompts to full automation.

• Adjust Manage Contact Has Moved to decide how contact movements should be handled, with options ranging from no action to automatic updates or contact creation.