Swapnil_Dethe
Contributor
since ‎12-05-2024
‎12-12-2024

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User Activity

How to merge duplicate record with filter criteria

12-09-2024
Hi Team,After identifying Winner lead record, I need to merge duplicate record based on below criteria:Merge all asociated task record from duplicate lead record having record type on task as 'A' and 'B' and task status would be 'Not Started'If we ge...

How to write winner rule to identify primary record

12-06-2024
Hi Team,I am writing winner rule to identifying primary LEAD record as below:Prospect Type = 'ABC'. Keep this as primary record.and If I get multiple records with same criteria then keep the latest created date record as primary.Could someone please ...

Need help in setting DupeBlocker Scenario Rules in Salesforce

12-05-2024
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 BirthMonthYearMatch2. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch + Z...
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