I've found out that we are having some duplicates. We have unconverted leads that are also contacts. Meaning same person is once listed as a unconverted lead and then as a contact as well. I'd like to find out all the unconverted leads that also have a contact with the same name as well so I can delete those leads.
I found this thread: https://success.salesforce.com/answers?id=90630000000p1gKAAQ#!/feedtype=SINGLE_QUESTION_SEARCH_RESULT&id=90630000000D5n6AAC
so I created a duplicate matching rule. Leads should get tested if already a contact exists w the standard contact matching rule. Then lead creation is not possible. The rule is activated and the matching rule has 2 green ticks. But when I test the rule it is not working. Still let me create leads that already exist as contacts. Can you help me here?
Also as a next step when I have set up this rule, how can I now filter all leads that are unconverted but there is already a contact existing?
Thanks for helping me,
Philipp
7 respuestas
Well, the first thing you would need to do is export your data into Excel (and save it as a back-up too in case anything goes wrong).
Then you could CONCAT the first and last name fields in each spreadsheet, then bump both lists against each other with the object name in one column and the record ID in another...like this.
Use Excel's Dupe Finder (http://www.accountingweb.com/technology/excel/identifying-duplicate-values-in-an-excel-list) or a COUNTIF function (https://support.office.com/en-us/article/COUNTIF-function-e0de10c6-f885-4e71-abb4-1f464816df34) to try to locate the matches.
Once you have found some duplicates, you can update the records using Data Loader (or the import wizard), and you could probably mark the records you updated by creating a custom checkbox field and importing the value as TRUE for that field. Then you can create a report for Leads and another one for Contacts to identify which records were affected:
Filter:
Look_what_I_did_today__c = TRUE
