0

Background

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.

Request

Any thoughts on how I might do this?

Improve this question
1
  • you need to write a trigger to find the previously exists owner and assign the same owner to the newly created record
    – Santanu Boral
    Commented Nov 25, 2018 at 10:20

1 Answer 1

Reset to default
0

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

Improve this answer

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .