Since enabling duplicate management on contacts, when converting a lead to an existing account we no longer have the option to convert to an existing contact. Once I disabled duplicate management on contacts the ability was back. Does anyone know how I can enable duplicate management and still have the ability to convert leads to existing contacts when converting to an existing account? This is causing a large amount of duplicates.
Thank you!
1 answer
Here is a link that outlines some considerations of using Duplicate Management - including a reference about settings related to Lead Conversion: https://help.salesforce.com/apex/HTViewHelpDoc?id=managing_duplicates_overview.htm
