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How to detect duplicates for Account Name(Client Name) while converting a Lead to an Account (Client Name) ? RRS feed

  • Question

  • I want to detech duplicates while converting a LEAD to an ACCOUNT.

    i.e "ACCOUNT NAME is already present in ACCOUNT".

     How to achieve this ?

    Is there any Javascript available?


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    Friday, June 21, 2013 7:12 AM

All replies

  • Hi Pol,

    Have you tried duplicate detection rule.

    Create a duplicate detection Rule "Account having Same Account Name".

    Hope it helps,

    Yusuf


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Friday, June 21, 2013 7:20 AM
  • Hi,

     I have tried with duplicate detection rule and its working fine.

    But my problem is that i want to save the lead & then after that while Converting it to client it gives detect duplicate message.

    Is there any plugin/javascript for this?


    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Friday, June 21, 2013 7:33 AM
  • on load of the lead form check if the account name is duplicate. If so hide the Account checkbox on convert lead page and populate the Organisation lookup.


    Regards Faisal

    Friday, June 21, 2013 7:42 AM