Deduplication
17:31 Nov 13, 2017
Hello community.
How to make custom deduplication process? I need it to work only during the creation of
leads from the account record and in all other cases it must be turned off.
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1 comments
13:23 Nov 24, 2017
Dear Foeil,
You can add the custom deduplication rule like the one described with the help of the development only. Please use the FindAccountDuplicate stored procedure from the Configuration as an example.
To add the new rule, you need to:
1. Insert the record into DuplicateRule table:
INSERT INTO DuplicatesRule
(Name,
IsActive,
ObjectId)
VALUES
('Account duplicates. Account name',
'1',
'25D7C1AB-1DE0-4501-B402-02E0E5A72D6E')
2. Change tsp_FindAccountDuplicate procedure, declare the rule and specify the Id from the table.
3. Add the rule description, for example:
Lisa
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