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  • Emma Mitchell
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3 replies

Lead import - dedupe against existing leads and client contacts

I have a CSV file of leads I would like to import into Salesforce, how can I de-dupe the list against my existing leads and client contacts in Salesforce to ensure I don't have duplicates? I don't really want to use an app if I can avoid it and I'm not sure how to use the Trigger facility.


 
3 replies

Lead import - dedupe against existing leads and client contacts

I have a CSV file of leads I would like to import into Salesforce, how can I de-dupe the list against my existing leads and client contacts in Salesforce to ensure I don't have duplicates? I don't really want to use an app if I can avoid it and I'm not sure how to use the Trigger facility.