Merge & Duplicate Handling
1. When creating a lead that has a duplicate within your Salesforce org, you will have the option to View, Merge or Duplicate the lead record for that business card.
2. After selecting Create Lead, if there is a duplicate, a pop-up will appear with the three options, explained further below.
a) View: Open a new page to view the information on the duplicate lead record
b) Merge: Choose to update the information on the current record. Blank fields will be updated and the other record will be deleted during the Merge process.
c) Duplicate: Create another lead record in addition to the existing one.
Note: If your Salesforce org does not allow duplicates, we adhere to Salesforce rules so that no duplicates will be created.