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PX & Salesforce Integration Matching Logic: Custom Field Matching AND Default Matching Options

  • January 29, 2026
  • 4 replies
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DannyPancratz
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This is our current Matching Logic for Contacts for the PX and Salesforce integration

Contacts are matched on Custom Field Matching

 

This is because we have users who will access our product via plus-addressing variations of the same email address (danny+test@email.com and danny+admin@email.com are the same as danny@email.com for our purposes). 

So we set User base email as a user attribute in the identify call, stripping out the plus addressing. 

However, we have some customers on older versions of our product that pre-date this shift to User base email in the identify call, so they are not able to be matched.

 

My Question

I am able to also select Email for the Salesforce matching logic. Is this an AND or OR matching rule? If I change my logic to this (note: Email is selected), will it match on User base email OR Email?  

Two matching logic items are selected for Contacts

 

It’s not clear in the documentation, which only says this: 

In addition to this, Gainsight PX allows you to map feature metrics. If you enable and/or Contacts option, select the Email checkbox to map the Gainsight PX user email with the Salesforce Contact email to map.

It does not specify what happens if more than one matching logic item is selected. 

Best answer by link_black

Thanks for posting to PX Community ​@DannyPancratz !

 

This section of that standard documentation should help.

4 replies

link_black
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  • Gainsight Employee ⭐️⭐️
  • Answer
  • January 29, 2026

Thanks for posting to PX Community ​@DannyPancratz !

 

This section of that standard documentation should help.


DannyPancratz
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  • January 30, 2026

Thanks, ​@link_black 

So according to this

The matching is performed in the following order:

 

Then I interpret it to be most similar to an OR matching relationship, except that it goes in a particular order and then stops matching after it has found one match for that user.

Is that accurate? 


link_black
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  • Gainsight Employee ⭐️⭐️
  • January 30, 2026

That is my understanding as well.  You can also see the word “OR” on the Matching Logic confirmation screen when applying those settings.  See below:

 


DannyPancratz
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  • January 30, 2026

@link_black thanks for your help!