How to set up Web to Lead Duplicate Prevention

Last published at: February 8th, 2022
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The Web to Lead Duplicate Prevention feature is available in the Advanced and Premium Editions.

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The Web to Lead Duplicate Prevention feature analyses all incoming records for duplicates before their entry in the Salesforce environment. In this article, we are showing how to enable, configure and use Web to Lead.

Step 1 Activating Web to Lead Duplicate Prevention in Salesforce Web to Lead

  1. A specific HTML code is required to be added in your Web to Lead code form to establish the activation of the Web to Lead Duplicate Prevention:
<input id="dupcheck__dc3Web2Lead__c" name="dupcheck__dc3Web2Lead__c" type="hidden" value="1" />

This is an example of what the Web to Lead HTML form should look like with the Web to Lead Duplicate Prevention HTML code integrated in it. This highlighted part of the form is showing a correctly placed Web to Lead Duplicate Prevention specific HTML code:

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By adding the code to your Web to Lead form, your new Leads will be matched against your existing database.

Step 2 Apply scenario to the Web to Lead feature

  1. Navigate to DC Setup in the Duplicate Check Application.
  2. At Object Setup navigate to the Lead object.
  3. Navigate to Lead scenario tab and make sure that you have applied the desired scenario to Web to Lead. Example image below.
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    Note: Make sure that you have applied a scenario to the Web to Lead feature that contains the fields you desire to use in comparing your imported records with your existing data.

    Learn more about scenarios.

    Now all duplicate records found will appear in the Job Overview at de DC Job page. By opening the Web to Lead Job, you can view them in detail and decide which one to merge. Example image:

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All new incoming leads, duplicates or not, can be found in the Audit Logging in the DC Setup page. Example image below:

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Did you know that you can automatically merge Web to Lead duplicate records right at the point of entry, without any user interaction? Learn more about our Direct Processing feature.