Lead De-Duplication

This feature is available on the Advanced & Ultimate Tiers. Learn more

Auto-Conversion can be configured to de-duplicate incoming Leads that have been matched using Lead Matching to an existing Lead.

De-Duplication is performed using the Salesforce merge functionality, which will keep all fields on the matched Lead the same and reparents any related records. The original Lead is then deleted.

In instances where there are reciprocal matches, which is more likely during a backfill where multiple Leads could be processed and matched to each other, the Lead Matching tie-breaker is used to determine which Lead will be kept and the other Leads are merged into.

Using the Copy values from duplicates function, you can save some data from the record that is be deleted. If this field is set to 'Copy into blank fields' then any field on the deleted lead with content will be copied into the remaining lead, if that field is blank.

De-Duplication of Leads is not reversible, so exercise caution with your rule configurations.

Click here for more information on the Salesforce Merge functionality.

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