How do I prevent duplicate leads or contacts from being created in Salesforce?
Everyone hates cleaning up duplicate Salesforce records. One of the great distinguishing features of the Splash-Salesforce integration is preventing duplicate Leads and Contacts from being created.
1. Go to your Splash account's Salesforce settings.
2. Click on Splash + Salesforce Settings.
3. Scroll to the question: Check Salesforce for a duplicate entry before new lead/contact creation? Choose which you'd like to prevent the duplicate creation of.
4. Next, in Contact Lookup conditions, input your Lead and/or Contact's unique identifier in Salesforce (Email) to be matched against a Splash Contact field (Email Address).
5. Save the integration.
6. Hit the Test Integration button to ensure you're all set.
What this means: If an RSVP is submitted in Splash with an email address that matches that of a Lead or Contact in Salesforce, a new Lead or Contact will not be created.
Note: Because Splash does not update existing Salesforce records for Leads and Contacts, if the RSVP contains new information about the Lead or Contact — Job Title, Phone Number, etc. — these fields will not be updated in Salesforce.
A workaround? We recommend also mapping RSVP data to Campaign Member statuses, which is great for capturing new info personal info about Leads/Contacts, as well as reporting on Splash event surveys.