When new lead is coming from source it is verify that any contact associated with that if they get the best match that lead will merge with existing contact. beacuse of this sales team can not know any new enquiry is coming from Customer (Merge Lead) whose contact was already exist. When ever lead is merge with contact record will be created as campaign member also we have few standalone contact also a part of Campaing Member whose Opportunity is closed lost. Team is stuck to identify Contact record is part of campaing Member is created by merging the lead or manually added by Sales Team or The standalone contact added as a part of Campaign Member.
Tried solution
Created a Flow on Campaign Member object. but have challegen to identify Campaing Member record for contact created by Lead Merging (Where lead have existing contact associated with it) or the standalone contact was craeted by the team
Perhaps you can try a few things:
- Do not "auto-merge". There is a component you can drag-drop onto the page that displays duplicates and allows reps to manually merge. So the lead comes in, someone looks at it, KNOWS a new is created, and then manually merges.
- You could have a report or dashboard on campaign members, sales reps could put it on their dashboard and see which of their contacts were recently added to which campaigns. If they see a new campaign member they didn't create - that could be an indicator. Also, I'd imagine that your "web to lead" campaigns are probably different from you "have your sales rep manually add them to the campaign" Campaigns. So if the campaign name is "Form on Website" that'd be a pretty good indicator that they didn't do it manually.
- You could also create a flow that would run when a contact is added as a campaign member. Perhaps that flow could look at the campaign name or campaign type or "created by" information on the campaign member... if the contact is added to a website campaign - it could trigger a task, or a "in-app notification" or a chatter post to the contact owner.
Perhaps one of these, or a combination of these solutions would be helpful?
