Create list of leads that have been merged in SFDC | Community
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A
Anonymous
December 31, 2014
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Create list of leads that have been merged in SFDC

  • December 31, 2014
  • 3 replies
  • 1204 views
I recently did a mass duplicate merge in SFDC using RingLead. I wanted to create a smart list that identified all the leads that were impacted that day. Since there is a line item in the activity log that says it had merge activity I figured there must be way to get all of them. But so far i can't figure it out.  There's no attribute in the "Data Value Changed" filter nor an Activity Type filter. Suggestions?  Here's an example of the activity log of a record that was impacted - I'd love to be able to say "tell me all those that had activity type of Merge Leads on 12/23/14":

 
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Best answer by Valerie_Armstro
Hi Alisa,

In your smart list, use the filter "Lead Was Created" and add the constraint on Min. Number of Times = 2 within your timeframe.

See discussion here.

3 replies

Valerie_Armstro
Valerie_ArmstroAccepted solution
Level 9
December 31, 2014
Hi Alisa,

In your smart list, use the filter "Lead Was Created" and add the constraint on Min. Number of Times = 2 within your timeframe.

See discussion here.
    A
    Anonymous
    December 31, 2014
    Thanks Val. I saw that discussion too  but thought there might have been an updated method since it was originally posted a couple years ago. Appreciate it!
    Valerie_Armstro
    Valerie_Armstro
    Level 9
    December 31, 2014
    Not a problerm! It's a strange way of looking at merge leads, but it does make sense.  Having a seperate filter and trigger for Lead Was Merged would be ideal.   I found this idea if you want to vote it up (if you haven't already)
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