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Elsa Cordonnier Trigger to identify Lead duplicate and change Lead status
Hello hello,
I want to know if it's possible to create a trigger which will do the following step:
- Every time that a new lead is created, the trigger need to analyse the entire system to see iff there is already the same lead present in the data base according to two data keys (email address and phone number).
- If a same lead is found, the neew lead has to take Lead Status = "Doublette", then I will set up an automatic email alert to warn our provider that the lead is already existing
Any help is welcomed :)
Thanks a lot for your support
Best
Elsa
I want to know if it's possible to create a trigger which will do the following step:
- Every time that a new lead is created, the trigger need to analyse the entire system to see iff there is already the same lead present in the data base according to two data keys (email address and phone number).
- If a same lead is found, the neew lead has to take Lead Status = "Doublette", then I will set up an automatic email alert to warn our provider that the lead is already existing
Any help is welcomed :)
Thanks a lot for your support
Best
Elsa
Its absolutely possible to write a trigger that will change the status of your duplicate leads as per your criteria. However may i suggest that before you start writting the trigger you check the following appexchange tool
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IYLlEAO
In case this tool doesnt suffice your needs please let me know and i can help you with the trigger.
https://help.salesforce.com/apex/HTViewHelpDoc?id=managing_duplicates_overview.htm&language=en_US
Thank You