topic Re: Need help in setting DupeBlocker Scenario Rules in Salesforce in DemandTools

Need help in setting DupeBlocker Scenario Rules in Salesforce

Swapnil_Dethe — Thu, 05 Dec 2024 13:03:35 GMT

Hi Team,

I am working on one requirement where I need to block duplicate leads te be created based on below 2 criteria:

1. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch

2. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch + Zipcode

Queries:

1. I dont understand how I can put (BirthDateMatch or BirthMonthYearMatch) condition in 'DupeBlocker Scenario Rules'.

2. How can I configure above two rules

Need your help to understand and configure above scenarios. Thanks in advance.

Thanks,

Swapnil

Re: Need help in setting DupeBlocker Scenario Rules in Salesforce

Pugs_Validity — Thu, 05 Dec 2024 14:55:16 GMT

Hey @Swapnil_Dethe - Thanks for reaching out. Dupeblocker does not currently support OR conditions so you'd simply need to create a seperate scenario for each set indiviudally. Let us know if you have any additional questions.

Re: Need help in setting DupeBlocker Scenario Rules in Salesforce

Swapnil_Dethe — Fri, 06 Dec 2024 10:30:38 GMT

Hi @Pugs_Validity , In that case I have to configure above rules like:

1. FirstNname + LastName + BirthDateMatch
2. FirstNname + LastName + BirthMonthYearMatch
3. FirstNname + LastName + BirthDateMatch + Zipcode
4. FirstNname + LastName + BirthMonthYearMatch + Zipcode

Please confirm. Thanks

Regards,

Swapnil

Re: Need help in setting DupeBlocker Scenario Rules in Salesforce

Pugs_Validity — Fri, 06 Dec 2024 15:30:20 GMT

Based off your original post, yes!

Re: Need help in setting DupeBlocker Scenario Rules in Salesforce

Swapnil_Dethe — Sat, 07 Dec 2024 08:25:08 GMT

Thank you @Pugs_Validity !