Duplicate management rule blocks web-to-lead - Answers - Salesforce Trailblazer Community
Trailblazer Community
Ask Search:
Anna RudenkoAnna Rudenko 

Duplicate management rule blocks web-to-lead

Hello,

Even though Web-to-lead creator is exluded from duplicate rule : 
"Conditions: Lead: Created ByNOT EQUAL TOSalesforce Developer", same Web-to-leads are still being blocked from the creation.

Do you know what I am missing here?
I would like ALL web-to-leads to be coming to the system.

Thanks!
Anna
Karthikeyan ChandranKarthikeyan Chandran
Will Duplicate Matching Rules block web-to-lead submissions?

Do Duplicate Matching Rules block Web-to-Lead submissions when the rule is set to Allow and Alert?

Per "Duplicate Management Overview":
---
In some cases, if duplicate rules are set for an alert to show when potential duplicates are found, users will always be blocked from saving records and will not see a list of possible duplicates. 
---

This does apply to Web-to-Lead. If the duplicate matching rule is set up to block, or to allow with an alert, then Web-to-Lead submissions that match the duplicate rule will always be blocked.

To allow a duplicate Lead to be created through Web-to-Lead,
you may consider:
Set criteria on your existing duplicate rule such that it does not run when the current user is the default Web-to-Lead creator.
Create another duplicate rule that runs only when the current user is the default web to lead creator, and set that rule to allow and report (without alert).
Anna RudenkoAnna Rudenko
Karthikeyan, thank you for that, however it does not work since I have alsready done: "Set criteria on your existing duplicate rule such that it does not run when the current user is the default Web-to-Lead creator."
any other ideas?
Thanks!
 
Vincent DraderVincent Drader
@Anna - were you ever able to figure this out? I have successfully implemented this and could assist.
Anna RudenkoAnna Rudenko
Vincent, all is working now. Thank you for the help suggestion :)
Sumanta MukherjeeSumanta Mukherjee
Hi Anna / Vincet,
I am trying to similar implementation (allowing duplicate leads from web to lead to be created, while sending alert to user) without much success. 
Can you please share your experience.
Gabriel QuintGabriel Quint
Hi everyone.
Does any of you have another suggestion about how to solve this? I am having the same problem even with doing  this :"Set criteria on your existing duplicate rule such that it does not run when the current user is the default Web-to-Lead creator."
I still having Leads blocked by the duplicate rule when they come from Web-to-lead. 
Can you please share you solution?
Thanks
Jovan IvanoskiJovan Ivanoski
What worked for me was unchecking the "Alert" box on creation. This will only work if you can live without alerts on creation, of course. 
Manjunath SCManjunath SC
@Vincent

i am also facing the same problem, could you please help me with this issue