Multiple alerts sent to reps when merging leads in SFDC

Hi Kelly,

Sounds like your demo request trigger and/or flow are not setup properly. Can you describe them here in detail?

SMART LIST
Trigger: ________
Filter: ________(if applicable)

FLOW
1.
2.
etc.

Thanks!
 

Hi Dan -

Our demo program is set up as following:
Smart List: Fills out form: Form Name is Request Demo
Flow: Change Program Status: Website>Converted
Change Data Value: Willing to View Demo is True

Here is how our alerts to sales is set up

Smart List:
Fills out form - form name is (all our active demo forms)
or
Program status is changed - New status is Website>Converted

Flow:
1. Wait 5 minutes
2. Sync Lead to SFDC Using Autoassignment Rules
3. Send Alert - Request a Demo Alert to Lead owner
4. Create Task
 

Schedule: Active - Each lead can run through flow every 1 day(s)

Let me know what you think!  Thanks

Hi Kelly,

So when someone fills out the Demo form, both smart campaigns trigger (filling out a demo form qualifies for both). Then when Campaign 1 changes Program Status to "Converted", that would have also triggered Campaign 2 a second time, but because the schedule is set to "run once per day", it does not go off a 2nd time.

Weeks later, when your reps merge leads, here's what's happening:

Lead A: didnt fill out demo form/is not member of program with status "Converted"
Lead B: DID fill out demo form/IS member of program with status "Converted"

Lead B is apparently being merged into Lead A, so Lead A is being "added" to the program at that moment with a status of "Converted."

The solution would be to remove the 2nd trigger from Campaign 2 (program status is changed - new status is converted). That being said, I assume there is a reason you can't remove that trigger. Maybe explain the "why" for that "program status is changed" trigger and we can figure out an alternative that avoids the merge alert issue.