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Declone™ De-Duplication Setup

 

Step 1: Use existing Web-to-Lead HTML form already created by salesforce.com.

Step 2: Purchase Declone™  Purchase Declone

Step 3: Adjust configure settings for the following:

  • Options to search and update existing Leads, Contacts and/or Accounts.
  • Options for updating each standard and custom field without losing any data.
  • Options for email and/or Task for owner of existing record.
  • Setup auto-response Salesforce email templates for existing Contacts and Leads.
  • Data enhancement options to validate email, address, phone and D&B number.

Step 4: Edit the web contact form and change the form action to the URL from step 1 to point to RingLead servers.