Momentum AI Settings govern how Momentum CI preprocesses calls before transcription and post-processes them after insights are generated. Configure these options to make sure call enrichment follows your Salesforce data model and governance policies.

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Momentum Call Salesforce Mapping

Use the Momentum Call Salesforce Mapping setting to control how Momentum AI associates calls with Salesforce records. The latest update introduces an option to ignore partner or internal account types when other attendees are present, preventing misattribution of calls.

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Why this setting matters

  • Problem: Calls could get mapped to partner accounts even when customers, prospects, or stakeholders joined the meeting, skewing reporting and engagement metrics.
  • Solution: A new configuration reads the Salesforce Account.Type picklist and lets admins choose which types to ignore when additional attendees are present. Momentum then maps the call to the most relevant customer-facing account.

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Open the Settings Page

  1. Navigate to Momentum AI Settings: Go to Settings > Momentum AI.
  2. Select Momentum Call Salesforce Mapping.

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Configure “Ignore account types when extra attendees are present”

  1. In the settings page, locate Ignore account types when extra attendees are present and check the box to enable it.
  2. Select one or more account types (for example, Partner) from the dynamically loaded list pulled from the Salesforce Account.Type picklist.
  3. Click Save.
If any selected “ignored” account types are present alongside other account types, Momentum skips the ignored ones and maps the call to the remaining attendees. When every attendee belongs to an ignored account type, the call still maps to that account so the record is retained.
Ensure the Momentum integration user has read access to the Account.Type field; otherwise the list of account types will appear empty.
After saving, resync a recent call to spot-check that the call record now associates with the expected customer or prospect account. This targeted control keeps Momentum call records focused on the customer or prospect you care about, improving reporting accuracy and follow-up workflows.