I don't want to get an alert for every single duplicate that gets created, but rather only if over 5 (for example) get created in one day. Can't think of a creative way to set this up...anybody have any ideas?
As Sanford mentioned, you can use a webhook. Or, you can have a small workaround that may work. Create a smart list with the filters shown below. Once created, add a daily subscription to this smart list. This way you won't get instant alerts, but a report in your inbox for duplicate leads created last day.
Alok, will this really work? What if one of the records was 180 days ago? I suppose this would return any new leads that also matched the dupe filter. I've had some issues with doing anything other than the Dupe Filter.
Thanks Alok. Yes, this was my plan B to create a smart list subscription. I already have a weekly one, but I can change it to daily.
You could trigger a webhook that tracks all leads created in a given day and gives you back the current count.
Hi Nina,
This is not possible. Each lead is not aware of what happens to another lead, event if it's a duplicate.
Some Salesforce add-ons can alert on duplicate creation. Including the duplicate management feature that was released earlier this year.
-Greg