Lead Deduplication

By | September 18, 2015

It’s important to avoid duplicated lead records when creating new leads coming from the Web.

Here you can find an example of a lead deduplication using apex trigger: link.

In order to increase stability and error handling we use web API (instead of standard Web-To-Lead module) to post leads to Salesforce. It allows us to implement deduplication in more efficient manner.

When a customer requests some products using the Web form, an API function is called and all data is sent to SF via a webservice function. Firstly, this function checks if such lead already exists. If there is no match (duplicate) then a new lead will be created, otherwise the last modified existing lead will be updated with the new lead information. Furthermore, we check if a contact with an email same as the lead’s email already exists in SalesForce. If such is found, it will be connected to the lead:

 

Andriy Bugaenko, Salesforce Developer by CloudWharf

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