I am using DemandTools elements with Dupeblocker for Salesforce. I am trying to create a scenario to prevent a contact from being created if a matching Lead record already exists. For example, a Lead record exists but has not already been converted...
The scenario type in your screenshot shows Lead to Contact. I don't see an option for Contact to Lead. Where do I configure the scenario to look at the Lead information when contact is created?
Hello,Thanks for your response. However the example you illustrated is for Leads to Contacts. My scenario is to block contacts from being created (directly, not through lead conversion) if that contact matches an existing Lead record (one that has ...