Lead Duplicate Rule for Integrations
If your association imports leads into Nimble AMS from a spreadsheet or automatically via an integration, you can create a duplicate rule that allows the import of potential duplicates but reports on it for staff to address.
This recipe uses YM Careers as the example for the integration source, but you can change the configuration to apply to other integrations or to all leads, regardless of the source. Learn more about the 193953830.
Recipe Prep
This recipe has no prerequisites but prior to making it, you should understand:
- How to Customize Matching Rules (external)
- How to Customize Duplicate Rules (external)
Ingredients
There is just one ingredient in this recipe:
Suggested Name | Type | Description |
---|---|---|
Nimble AMS YM Careers Lead Duplicate Rule | Duplicate Rule | This duplicate rule is used in conjunction with the standard matching rules from Salesforce to report on a lead that is created or edited by the YM Careers integration such that it duplicates another lead or a person or business account. It will also display the duplicates on the Potential Duplicates component on the lead record page. Learn more about the Standard Matching Rules (external). |
Directions
You can follow these directions to make this recipe in your org:
- Activate the following matching rules (external).
Standard Lead Matching Rule
Standard Account Matching Rule
Standard Person Account Matching Rule
Create a Duplicate Rule (external) with the following values:
Field Value Rule Name
Nimble AMS YM Careers Lead Duplicate Rule
Description
Identify leads created or updated from the YM Careers integration that duplicate other leads, accounts, and person accounts.
Object
Lead
Record-Level Security
Enforce Sharing Rules
Active
Selected
Action on Create
Allow: Report only
Action on Edit
Allow: Report only
Matching Rule 1
Compare Leads With: Leads Matching Rule: Standard Lead Matching Rule
Matching Rule 2
Compare Leads With: Accounts Matching Rule: Standard Account Matching Rule
Matching Rule 3
Compare Leads With: Person Accounts Matching Rule: Standard Person Account Matching Rule
Conditions
Field:
Lead: Lead Source
Operator:
equals
Value:
YM Careers
If
YM Careers
is not an available picklist value, you will need to add it to the Lead'sLead Source
field. Learn how to Add or Create a New Lead Source.
This duplicate rule's conditions are such that it only runs for integrations created or edited by the YM Careers integration. You can modify this so it runs for other integrations, or more broadly for all leads. You can also create more than one lead duplicate rule, each with their own actions, matching rules, and conditions.
We do not recommend configuring the duplicate rule such that the Action on Create/Edit
is Block
, or that it is set to Allow
with Alert
enabled. Either of these configurations will prevent the integration from creating/updating a lead in Nimble AMS that triggers this duplicate rule, which means the integration will not function correctly.