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Hi,

 

I am really looking for advice here as to Best practice.

 

We have a scenario whereby people raise a query on a web form and it integrates into Salesforce and a Person Account is created and links back to Case.

 

It all works great and everyone is happy.....BUT

 

The initial concept was that only members of the public would use this service, but what seems to be happening is that companies are submitting these forms. I am in the process of de-duping these Accounts and I am struggling to think of a way to determine which contact is a genuine member of the Public and which is a Company.

 

I thought of using email addresses ie if it contains Hotmail, gmail but I know all the various email services out there?

 

I could try and get them to add a checkbox - Are you submitting on behalf of a company?

 

 
2 answers
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  1. Lakhan Meghani (Cube84) Forum Ambassador
    Mar 22, 2021, 1:42 PM
    Hi Angela,

     

    You can add that checkbox on form like you mentioned and keep that field required on the form or may be a picklist required field which give option to select whether he is filling on behalf of company or by own

     

    Also, you can customise the form in such a way that it allows business emails only if specifically you are capturing business accounts!!!!

     

    If you capture free email services account as well, then ignore this
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