De-Duping

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.

  1. 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.
  2. 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]
  3. We build a list of all Salesforce.com leads and contacts with duplicate emails.
  4. 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.
  5. We then collect all Tasks and Activity history records assigned to the duplicate Salesforce.com contacts and leads.
  6. We assign these Tasks and Activity history records to the Primary Record
  7. We remove the sync linked to the duplicate Salesforce.com records.
  8. Finally, we delete the duplicate Salesforce.com leads and contacts.