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Nina_Valtcheva5
Nina_Valtcheva5
Level 4
November 18, 2015
Question

Get alert for multiple duplicates created in 1 day

  • November 18, 2015
  • 3 replies
  • 2320 views

I don't want to get an alert for every single duplicate that gets created, but rather only if over 5 (for example) get created in one day. Can't think of a creative way to set this up...anybody have any ideas?

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3 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
November 18, 2015

Hi Nina,

This is not possible. Each lead is not aware of what happens to another lead, event if it's a duplicate.

Some Salesforce add-ons can alert on duplicate creation. Including the duplicate management feature that was released earlier this year.

-Greg

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    November 19, 2015

    You could trigger a webhook that tracks all leads created in a given day and gives you back the current count.

    A
    AlokRa4
    Level 10
    November 19, 2015

    As Sanford mentioned, you can use a webhook. Or, you can have a small workaround that may work. Create a smart list with the filters shown below. Once created, add a daily subscription to this smart list. This way you won't get instant alerts, but a report in your inbox for duplicate leads created last day.

    Nina_Valtcheva5
    Nina_Valtcheva5Author
    Level 4
    November 19, 2015

    Thanks Alok. Yes, this was my plan B to create a smart list subscription. I already have a weekly one, but I can change it to daily.

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