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AB 8
Duplicate Check with Import Wizard
Hi
I have a requirement where I want Sf to alert me as we import leads into Salesforce with the import wizard. Is there a tool which can do this for us or do we have to develop this functionality?
I have a requirement where I want Sf to alert me as we import leads into Salesforce with the import wizard. Is there a tool which can do this for us or do we have to develop this functionality?
Avoiding Duplicate Leads:
The Import My Organization’s Leads wizard can eliminate duplicate leads if you choose a Matching Type of Salesforce ID,Name, or Email.
Reference: https://help.salesforce.com/apex/HTViewHelpDoc?id=faq_import_contacts_can_the_import.htm
I believe you can use this DupeCatcher App for de-duplicating the records. As it is free and easy to use
DupeCatcher: https://appexchange.salesforce.com/results?keywords=dupe%20catcher
Also you can use any Third Party Tools which are available in the App Exchange
Tools: https://appexchange.salesforce.com/results?type=Apps&keywords=dupe
1. Write a matching rule on lead in duplicate management. tell what feilds you want to match while comparig.
2. Write a duplicate rule and do not allow duplicates,
Both the above steps are point and click setups, it will not create a duplicate record if you select so in second step.
Mark this as correct answer if this works for you.