AnsweredAssumed Answered

New account creation from Lead convert not performing duplicate check.

Question asked by danielw on Jan 20, 2016
Latest reply on Jun 29, 2016 by Ramana Raju Santhana

Hi there,

 

We've got a Lead conversion process that associates Accounts (and Contacts).

When converting a Lead with no existing Account relationship, the user must create a new Account as part of the conversion.

 

While duplicate check is performed when first clicking Convert, it is not performed again after the user has created a new associated Account.

 

I would expect that the default Account create duplicate check would be performed upon Lead conversion, but this isn't the case; a duplicate Account is created silently.

 

Has anyone dealt with this before?

 

 

Cheers,

 

Daniel.

Outcomes