Is there a SF way to do the below or can it only be done if you use an integrated software add-on?
I am importing a large list of folks and do not want to have to go through them one by one to make sure they are not already in SF.
Person does not exist as Lead or Contact --> new Lead created in SF.
Person already exists as a Lead --> existing Lead is updated
Person already exists as a Contact --> existing Contact is updated
1 réponse
you need to pull out two reports. First Leads with phone number, Email ID and Lead ID and second report with all the contacts with phone number, Email ID and Contact ID.
Export these two report in excell and comapare your SF file with your import file using VLookup function using either on email id or phone. Vlookup will give you all the matching (Duplicate in this case) value in spread sheet.
Here is the video for Vlookup function.
https://www.youtube.com/watch?v=981MeKFA4W8
I had same requirement a year ago and this is the way i resoved it. Best luck!
