Identifying Duplicate Leads and Preparing for Marketing Reps

CD

To prepare leads for the marketing reps and identify duplicate leads in the Salesforce org, a consultant should recommend the following two approaches:

1. Run a Duplicate Job with a Matching Rule (Option C): Running a duplicate job with a matching rule is an effective way to identify duplicate leads. A matching rule defines the criteria used to determine if a record is a potential duplicate. It compares fields on the lead records and flags potential duplicates based on the defined criteria. The duplicate job compares the leads in the org against the matching rule and generates a report that lists potential duplicate leads. The report can be reviewed by marketing reps to clean up the duplicates later. This approach streamlines the process and provides an organized way to identify and manage duplicate leads.

2. Create a Validation Rule to Find Duplicates (Option B): Creating a validation rule helps to prevent the creation of duplicate leads in the first place. A validation rule allows you to specify the criteria that a lead must meet to be considered valid. By defining a validation rule that checks for duplicates, you can ensure that new leads are checked against existing records before they are created. The validation rule can be configured to compare specific fields on the lead object, such as email addresses or names, to identify potential duplicates. If a lead being created matches the criteria defined in the validation rule, an error message will be displayed, alerting the user to the potential duplicate. This approach helps in proactively avoiding the creation of duplicate leads and reduces the effort required for later cleanup.

The other two options, which are not the recommended approaches in this scenario, are as follows:

A. Give users access to duplicate record sets (Option A): Giving users access to duplicate record sets allows them to review and manage potential duplicates within a defined set of records. However, this approach does not address the identification of duplicates within the leads. It is more suitable for scenarios where duplicates have already been identified and need to be managed within a specific context, such as a campaign or a specific set of records.

D. Create a formula field on Lead for duplicates (Option D): Creating a formula field on the lead object for duplicates alone does not provide a comprehensive solution to identify duplicates. A formula field can be used to calculate values based on other field values, but it does not actively search for duplicate records or provide any actionable information to the marketing reps. It is a passive approach that does not align with the requirement of preparing leads for the marketing reps to clear up duplicates.

Therefore, the recommended approaches to prepare leads for marketing reps and identify duplicate leads are to run a duplicate job with a matching rule (Option C) and create a validation rule to find duplicates (Option B).