Leads are created via web-to-lead which means website visitors can created multiple Leads within Salesforce.

Also, Leads are assigned using a round robin method.

Ideal Outcome

If someone creates multiple Leads, I would like Salesforce to ensure they end up with the same record owner, such that the person is not contacted twice.

Ideally, I'd like a trigger event when the match is found, such that I can assign the owner.


Any thoughts on how I might do this?

  • you need to write a trigger to find the previously exists owner and assign the same owner to the newly created record – Santanu Boral Nov 25 '18 at 10:20

Before insert we can check the owner email and check duplicate in leads , if finds then update the records from trigger.new array.

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