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Settings Description

1. Merge new duplicate SFDC records
   1. Looks for new leads in SFDC that have duplicate email addresses already in SFDC
   2. If a duplicate email address exists then a merge occurs based on the "Link to most recent SFDC record (duplicate emails)" setting. 
      1. Setting turned ON: The oldest records (leads/contacts) are merged with the new record.
      2. Setting turned OFF: The new record is merged with the old records (leads/contacts).
   3. Ignore records with these email addresses: Does not perform the merge feature on new SFDC records with email addresses matching the values listed in the text box.
2. Always link to SFDC Contact instead of Lead (duplicate emails)
   1. Many times a company uses SFDC Leads as anyone they want to communicate with. When the lead becomes someone they feel they have a relationship with, or could do business with, they convert them to a Contact. In this case, it's best to enable this setting and always sync to the Contact. For example, suppose there was one or more lead records with Email A and a contact record with Email A. If this setting was enabled, the system would always sync with the contact record. 
3. Link to most recent recently created SFDC record (duplicate emails)
   
   1. Why does this matter? Let's consider an example. Suppose a record with Email Y was created in SFDC and passes through Automation A, but not Automation B based on criteria. If this setting is turned on and a new duplicate record is created with the same email address, Email Y, then the link between the Lead Liaison Prospect and the SFDC record will be re-established to the new SFDC record; however, since Lead Liaison does not create duplicates in our system the Prospect could be added to Automation B if the criteria has changed. 
   2. Settings:
      1. Setting turned ON: The existing link between the Lead Liaison Prospect is re-established with the new SFDC record. 
      2. Setting turned OFF: The existing link between the Lead Liaison Prospect and the oldest SFDC record is not changed. 
   3. Ignore records with these email addresses: Does not re-establish the link on new SFDC records with email addresses matching the values listed in the text box.
4. Link to most recently updated SFDC record (duplicate emails)
   1. When enabled Lead Liaison will sync with the most recently updated, but not necessarily created, record in SFDC. For example, suppose Lead A and Lead B have the same email address and the system is synced with Lead B. Then, Lead C with the same email address was created. The system will reattach the sync to Lead C since it was the most recently updated record with that email. However, if Lead A was updated in any way, then the system would reattach the sync to Lead A. 
   2. The SFDC values used are Last Modified Date and Last Modified By. The Last Modified By value can be added to your layout page and will appear with the Last Modified Date. The Last Modified Date value is what's used for syncing. 
5. Notify people of new duplicate SFDC records
   1. Sends a notification email to Lead Owners, Teams and/or Users
   2. Ignore records with these email addresses: Does not notify people of new SFDC records with email addresses matching the values listed in the text box.

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