De-Duping

Duplicate Management Settings

Duplicate Management settings are located here.

De-duping is the process of automatically merging duplicate leads or contacts in your CRM. De-duplication looks for multiple leads or contacts that share the same email address. Lead Liaison's de-duplication process is below.

First, we retrieve all Salesforce.com lead and contact fields mapped to Lead Liaison's Email field, which is the Salesforce.com Email field by default.
Then, we get a list of Salesforce.com Records (Leads and Contacts) with duplicate emails. For example, the system might return: john.smith@company.com [3 leads and 4 contacts] susy.jones@business.com [4 leads] tom.taylor@truckwarehouse.com [5 contacts]
We build a list of all Salesforce.com leads and contacts with duplicate emails.
We select the Salesforce.com record to merge, known as the "Primary Record", according to the following rules, from top to bottom:
1. If it is a Salesforce.com contact and synced to a Lead Liaison record.
2. If it is a Salesforce.com lead and synced to a Lead Liaison record.
3. If the contact has the latest create date.
4. If the lead has the latest create date.
We then collect all Tasks and Activity history records assigned to the duplicate Salesforce.com contacts and leads.
We assign these Tasks and Activity history records to the Primary Record
We remove the sync linked to the duplicate Salesforce.com records.
Finally, we delete the duplicate Salesforce.com leads and contacts.

# Get the SF lead and contact fields mapped to the LL Email field. [Which is SF Email by default, however the user can modify this any time].

If there were SF lead or contact fields mapped to the LL Email field, then get a list of the SF Records -Leads and Contacts- with duplicate emails. Which returns something like this: eng.imad.atia@gmail.com [3 leads and 4 contacrs] emad.atya@leadliaison.com [4 leads] emad.atya@globalimpactsw.com [5 contacts]
For each email with duplicates, we get a list of all the SF leads and contacts having the same email.
Select the SF record which everything will be merged to according to the following cases, from top to bottom:
1. If it is a SF Contact and synced to a LL visitor.
2. If it is a SF Lead and synced to a LL visitor.
3. If it is a Contact with latest contact create date.
4. If it is a Lead with lateset lead create date.
Get a list of all the Tasks and Activity history records assigned/linked to all the Other SF Conracts and Leads.
Assign/Link all these Tasks and Activity history records to the selected SF record.
Delete all the other SF Leads and Contacts.
Remove the sync which was assigned/linked to all these SF records.