Hi! I'm curious how other people manage multiple emails for leads? We have people filling out forms with different emails, same name and it is triggering our duplication rules thus a new lead isn't being created, which I want as I don't want multiple leads for the same person. However, how do I add all these various emails into one lead record?
#Sales Cloud
2 risposte
Here are approache to manage multiple emails for leads in Salesforce, preventing duplicate leads and ensuring all contact information is captured:
Utilize Duplicate Management Rules and Merge Function
- Adjust Duplicate Rules: Modify your existing duplicate rules to allow leads with the same name but different emails.
- Merge Duplicates: After multiple leads are created with the same name and different emails, use the Merge Leads feature. This allows you to combine these leads into a single record, preserving all associated information like emails.
- Workflow Automation: Consider creating a workflow that automatically merges duplicate leads based on specific criteria (e.g., name and email combination).
