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Jaye Lowe auto-merge duplicate leads
I have a use case where we have a webform that is inserted leads in salesforce. The first submission from the webform is creating a lead with a name and number. Then the second submission is a survey. Both are creating leads in salesforce. I need some way, preferrably declarative way of matching the two records and then merging them, or copying all the details from record 2 in to record 1 and then deletiing record 2. Any ideas?
Currently auto merge duplicate leads feature is unavailable at moment. Kindly review below Idea and vote for this feature.
https://ideas.salesforce.com/s/idea/a0B8W00000GdhPZUAZ/allow-automerge-in-duplicate-management
However you can check below appexchange tool for merging duplicates records.
https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000G5tCPUAZ&tab=e&_ga=2.71712855.532635474.1674513347-602491664.1654971272
Please mark as Best Answer if above information was helpful.
Thanks,
All Answers
Currently auto merge duplicate leads feature is unavailable at moment. Kindly review below Idea and vote for this feature.
https://ideas.salesforce.com/s/idea/a0B8W00000GdhPZUAZ/allow-automerge-in-duplicate-management
However you can check below appexchange tool for merging duplicates records.
https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000G5tCPUAZ&tab=e&_ga=2.71712855.532635474.1674513347-602491664.1654971272
Please mark as Best Answer if above information was helpful.
Thanks,