function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
MeikoMeiko 

General Questions

Currently we are using web2lead and web2case. On web2lead, I would like to be able to check if a record exists and if it does just update it with the campaignid. Can someone point me on how to get started...Apex...Triggers...oh my!
jwelljwell
Take a look at the Find Duplicates and Merge Leads functions. These are buttons on the top of the lead page layout that allow you to merge leads to contacts and retain associated campaigns and status. The activity will then roll-up to the contact after the merge is complete. The campaign id can be passed on your web-to-lead form as a hidden field to help simplify this process.
MeikoMeiko

I was hoping to just be able to see if the email address exists in the contact table and if so, just update that record with the campaignid.  Currently I am just pumping in alot of leads that are duplicates then our admin has to take the time to merge them.

Any ideas? Thanks