Hey, Admin community!
Trying to solve the last part of this Lead challenge for our marketing team, but I'm hitting road blocks and admittedly don't know the best tool for the job as I'm a fairly new admin. I tried to explain this a little better in the attached image as well, but here's my challenge:
Our marketing team wants to capture leads in our website and get them into Salesforce via the web-to-lead form. We have this working (yay!) but as a bonus, when a lead fills out the form on our site, the lead gets emailed a product brochure from us. The challenge is, if we have a lead that wants to download say, 5 specific product brochures, we get 5 lead records for one person. We do want to understand which 5 brochures they downloaded, but ultimately get rid of the duplicate lead records by storing the data elsewhere. Then, removing the duplicated leads and finally, pulling that reference back to the lead page for easy viewing.
It's the last step of pulling the many brochures to (potentially) many lead email addresses (before de-duping) that I'm struggling with. What would be a simple and clean approach for this?
A bit kludgy but a Flow work-around that might work but I wouldn't super recommend is when a lead is created and the URL is populated it checks to see if another lead is already in the system with that email and isConverted = false. If so it creates a Downloaded Brochures record and attaches it to the found lead then once that record is created deletes the duplicate record that came in.
If no other lead is found then creates the Downloaded Brochures record and attaches it to the current lead record that is coming in.
It gets more tricky if you want this to data to flow to the contact on lead convert or if a contact with that email already exists.
