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Ishan Singh 4
I want to send an email to a person when a duplicate lead enters the org i.e, either by Web to lead or by manually entering the lead in org
If you are sugesting for process builder please specify the criteria and if you are doing it with report then also specify what filters I should use.
I have a duplicae matching rule as below:
1. Last name should not be the same.
2. Phone number should not be the same.
I have a duplicae matching rule as below:
1. Last name should not be the same.
2. Phone number should not be the same.
As stated in the another developer forum thread can you please have a look at the link given in the previous thread.
Content in another developer forum thread:
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Can you please have a look at the below link this seems to be a similar scenario as yours.
>> https://developer.salesforce.com/forums/?id=906F0000000DDf7IAG
In case if this comes handy can you please choose this as best answer so that it can be used by others in the future.
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Regards,
Anutej