Duplicate Management when converting leads

Salesforce Asked by Lily on October 9, 2020

I have created a duplicate matching rule for accounts and for contacts. When I create a new account or new contact, both matching rules will fire and highlight possible duplicates.

When I convert a lead, it seems that only possible duplicate contacts are highlighted, not accounts. For us, however, it is more important to highlight duplicate accounts when converting leads, as quite often users ignore to select an existing account, and then just create a new one during the lead conversion process.

Any help is appreciated.
Best regards, Lily.

One Answer

very late answer but hopefully this helps others - when converting a lead it seems that only standard fields are recognised. If your matching rule is looking at custom fields it will not highlight the potential duplicate until after conversion.

Took me ages to work out!

Answered by Rebecca on October 9, 2020

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