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EDQ For Duplicate Leads (Doc ID 2270542.1)

Last updated on FEBRUARY 03, 2019

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

Goal

We have requirement where we want to inform / prompt the user about potential duplicate Lead name records in system while signed in user is creating a new Lead . As per the current EDQ process, on clicking on "Check for duplicate" action it checks for duplicate accounts and contacts irrespective of lead record.

We need a functionality where it can process lead name and its contact/Account. Please check the following scenarios.

1) Functionality where we can check for duplicate lead records ( records with same Lead name )
2) Lead records with identical contact and Accounts.

Can we can achieve this with current EDQ process?
 

Solution

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In this Document
Goal
Solution
References


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