Hi Experts,
I am experimenting with the Web to Lead feature, see article:
https://help.salesforce.com/articleView?id=sf.setting_up_web-to-lead.htm&type=5
Thsi feature seems to automatically block duplicates.
If I try to add a duplicate, it will simply not create the lead an send me an error via mail.
I want to allow duplicates, and manage them by myself in the system, since many duplicates are expected for my case.
Can anyone share their experience with this?
Thank you in advance.
Hey Niklas,
To allow a duplicate Lead to be created through Web-to-Lead, consider
1. Add a Condition on the existing Duplicate Rule such that it does not run when the current user is the default Web-to-Lead creator.
2. Create another Duplicate Rule that runs only when the current user is the default web to lead creator, and set that rule to allow and report (without alert).
For more reference: https://help.salesforce.com/articleView?id=000336839&mode=1&type=1
Let me know if this helps, also if there is anything else.
Thanks,
Tanaya
