About Lesson
SOLUTION 1
- Navigate to Setup->Object Manager ->Lead -> Field and Relationships
- Click on the “New” Button in the Upper right
- Select the Picklist (Multi=Select) radio button, Click Next
- input Field Label name “Product”, Select Option; Enter values with each value separated by a new line “Blessing Estate-Ibeju Lekki, Happy Estate Abeokuta, Exclusive Estate, Ibafo”, Field Name “Product”. Click Next.
- Make visible to all Profiles.
- Make available to all Layouts.
SOLUTION 2
Navigate to Setup-> Duplicate Management->Duplicate Rule
- Deactivate the Following Rule “Standard Lead Duplicate Rule”
- Navigate out of Duplicate rule to Matching Rule at the Quick Find menu on the left.
- Select Matching rule, click on new and next
Step 2 Configure Matching Rule
Provide the Rule Name “Lead Matching By Phone And Email”
Unique Name “Lead_Matching_By_Phone_And_Email”
Matching Criteria
- Field= Mobile, Matching Method= Exact
- Field= Email, Matching Method= Exact
Filter Logic= 1 OR 2
Click On Save
- Navigate back to Duplicate Rule
Select New-> Lead
Rule Name: Lead Duplicate Rule
Record-Level Security: Select Enforce Sharing Rules (Radio Button)
Actions: Action on Create: Allow, Select Alert (Checkbox), Select Report (Checkbox)
Action on Edit: Block
Alert Text: Use one of these records?
- Matching Rules
Compare Lead with: Leads
Matching Rule: Lead Matching By Phone And Email
Click On Save
SOLUTION 3
- Navigate to Setup->Object Manager ->Opportunity -> Field and Relationships
- Click on the “New” Button in the Upper right
- Select the Picklist (Multi=Select) radio button, Click Next
- input Field Label name “Product”, Select Option; Enter values with each value separated by a new line “Blessing Estate-Ibeju Lekki, Happy Estate Abeokuta, Exclusive Estate, Ibafo”, Field Name “Product”. Click Next.
- Make visible to all Profiles.
- Make available to all Layouts.