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    Help Center Integrations Salesforce Integration

    Viewing Leads in Salesforce and Merging Duplicates


    New Dashboard
    Legacy Dashboard

    1Log into Salesforce. Click "Leads" and review the data from the test lead you created in the Sending Phone Call Leads to Salesforce or Sending Web Form Leads to Salesforce step.

    2Click on the lead to add or edit any lead information, such as address, contact information, email addresses (from Phone Call leads). When finished, click "Save".

    Salesforce Lead Example

    3In the right panel of the Lead Information Page, if potential duplicates are found, click "View Duplicates".

    View Salesforce Duplicates

    4In the View Duplicates pop-up, check the boxes next to the duplicate leads. Click "Next". Compare the leads side-by-side and choose the Master lead data. Click "Next".

    Compare leads

    Confirm the merge and click "Merge".

    5Repeat this process until all duplicate leads have been combined.

    If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com

    1Go to Salesforce to see the data from the test lead you created when you Connected WhatConverts to Salesforce. Log in to your Salesforce account, and click the "Leads" Tab.

    Salesforce Merging Duplicate Leads

    2You will now be able to view all Recent Leads. The lead we generated by calling the tracking number on our demo website from Part Two will appear on the page. Click on this lead to additional lead information, such as address or contact information. When finished, click "Save".

    Checking your Leads in Salesforce

    Viewing Lead Details in Salesforce

    3We need to find and merge any duplicate leads. Click "Find Duplicates" on the screen to search for duplicates.

    Additional Lead details to Find and Merge Duplicates

    4Under the Matching Leads menu, you can now see all duplicates. Select the duplicates you'd like to merge, and click "Merge Leads".

    Merge Duplicates in Salesforce

    5Do a visual review to make sure all the selected information is the information you would like to use. When satisfied, click "Merge".

    Merge Salesforce Duplicates

    6Repeat this process until all duplicate leads have been combined. Moving forward, lead information has been condensed, allowing your sales reps to more effectively use your data.

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