Salesforce integration doesn't go through if Lead has duplicate name

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    VelocityTX
    Asked on November 02, 2018 at 02:05 PM

    Hi Jotform,

    I have an integration that creates a lead record on Salesforce upon submission. I notice that if my there is an existing lead name on Salesforce, the form wouldn't go through. However, I know I can create 2 identical lead records on Salesforce. There's no error message so I can't tell for sure.

    Can you check to see if there's a problem with this?

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    DonaldHag
    Answered on November 02, 2018 at 04:20 PM

    SalesForce has standard matching rules that are used by the Integration to identify duplicate entries. So as you mentioned above the lead will not go through if it is duplicate. To fix this you have to edit the matching rules within SalesForce.

    Refer to this guide: https://help.salesforce.com/articleView?id=matching_rules_create.htm&type=0

    For more information on how the matching rules are used by the integration, refer to this guide: https://www.jotform.com/help/394-SalesForce-Duplicate-Checking



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    VelocityTX
    Answered on December 05, 2018 at 08:59 AM

    Thank you. This might have been my problem...