Clearing Lead Record for form submissions - History System | Community
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A
Anonymous
March 8, 2016
Solved

Clearing Lead Record for form submissions - History System

  • March 8, 2016
  • 2 replies
  • 2935 views

Hi All,

I was just wondering what is best practice for clearing lead record after form submissions.

Here is an example, a customer posts comments into a comments field one year ago. Now he resubmits a form but does not leave comments. The problem here is the new data is mixed with old which becomes problematic especially when sending an alert internally.

My initial thought is to have a data cleansing program that clears the comments after a set period of time, say 24 hours.

This problem extends to other fields also, for example if they are inquiring about different products.

Can I please have your thoughts and opinions on this.

Thanks

Matt

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2 replies

A
Anonymous
March 8, 2016

I think I have answered my own question. If this could be confirmed as best practice it would be much appreciated.

Possible solution: Include all fields as hidden on the form that you wish to be overridden with default value of N/A.

Thanks

Matt

SanfordWhiteman
SanfordWhiteman
Level 10
March 8, 2016

You can store the last form submission timestamp (in its own lead field) and use that to age out certain data that becomes obsolete in practice, even if it is not technically superseded by newer values.

Also remember that using a separate history field allows you to keep historical data (and the current field can be emptied upon writing to the history).

A
Anonymous
March 8, 2016

Hi Sanford,

The history field is interesting, is there a thread somewhere regarding this a search didn't seem to bring anything up?

Thanks

Matt

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
March 8, 2016

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