Dan DoninBusiness Systems AnalystStalk me:Dan.Donin@Jivesoftware.comhttps://www.linkedin.com/in/danieldonin

Building a Pre-Lead WorkspaceHow to keep incomplete lists out of your lead object and not force people to work out of excel.

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Incomplete Lists• Everyone gets incomplete lead lists

• Loading these into the Lead object is a quick way to dirty data

• Working these lists in excel makes it difficult to track and measure metrics

How Do We Fix This?

A Pre-Lead Workspace Object

What makes up this solution• Custom Object• Custom Fields• Validation Rules• Process Builder• A small chunk of

Apex (Optional)

How it Looks to Users

We Call it “The Island”

• The only relationship is to the user table

• Keeps dirty data out of our lead object!

The MagicLet PB do the heavy lifting

• Once enough data is collected it will flow into the lead object on its own!

We want to check when the record is added or updated

The Process!

We want to check when the record is added or updated

We use customized logic in this case to make sure that State is filled when the

country is United States1 AND 2 AND 3 AND 4 AND 5 AND 6

AND 7 AND (8 OR (9 AND 10))

We just map the fields on the Lead object to the reference fields from the

PLW record!

All of it in Action!

Thank Y u

Details on building a PLW of your own

Object Detail

Formula Fields Formula’sPossible Existing Lead/Contact - IF(Count__c > 1, HYPERLINK('https://na35.salesforce.com/_ui/search/ui/UnifiedSearchResults?searchType=2&sen=001&sen=00Q&sen=01t&sen=003&sen=a14&sen=005&sen=006&sen=800&sen=701&sen=a2I&sen=a0z&str='&Email__c, 'Multiple Dupes Found'), IF( Possible_Dupe__c <> NULL, HYPERLINK('https://na35.salesforce.com/'&Possible_Dupe__c,'https://na35.salesforce.com/'&Possible_Dupe__c), NULL))

Record Sync’d –IF( TEXT(Status__c) = "SFDC Ready", "This Record has already been sync'd. Please " + HYPERLINK("/_ui/search/ui/UnifiedSearchResults?searchType=2&str=" + Email__c, " find the new record") + " in Salesforce.",IMAGE("/servlet/servlet.FileDownload?file=015410000001RFl","Requirements"))

trigger DupeIslandCheck on Pre_Lead_Workspace__c (before insert, before update) {

/* Checks email address agaisnt Leads/Contacts for possible Dupes. This only does a simple email check. * if it finds any matches it dumps the Lead/Contact ID into a field that then displays the salesforce URL on the record */ //Thanks to Kevin Purdy for helping me on this he is a boss.

List<Pre_Lead_Workspace__c> sdrListLoad = new List<Pre_Lead_Workspace__c>();

// Quick lookup reference from email to record Map<String, Pre_Lead_Workspace__c> sdrMap = new Map<String, Pre_Lead_Workspace__c>(); // Flat set of new emails coming in to check Set<String> sdrEmails = new Set<String>();

//Now to check for Update vs Insert. On Update only check for Email Change on Insert check for Email Null If(Trigger.isUpdate){ For(Pre_Lead_Workspace__c sdr : Trigger.New) { //Populate Trigger Old to compare Pre_Lead_Workspace__c oldSdr = Trigger.oldMap.get(sdr.id); //If Email is set to Null clear out SDR Count and Possible Dupe without a lookup. If(oldSdr.Email__c != Null && sdr.Email__c == Null){ sdr.Count__c = 0; sdr.Possible_Dupe__c = Null; } //Now check if Email Changed 4/27 Also added if the record is older than a day not to fire if the Email is Null Else If(sdr.Email__c != Null && oldSdr.Email__c != sdr.Email__c || sdr.Email__c != Null && oldSdr.LastModifiedDate < Date.today().addDays(-1)){ sdrMap.put(sdr.Email__c, sdr); sdrEmails.add(sdr.Email__c); sdr.Count__c = 0; sdr.Possible_Dupe__c = Null; } } } Else If(Trigger.isInsert) { For(Pre_Lead_Workspace__c sdr : Trigger.New) { If(sdr.Email__c != Null) { sdrMap.put(sdr.Email__c, sdr); sdrEmails.add(sdr.Email__c); } } }

//Map the matches 4/27 added in != NULL to try and fix a forever index Map<String, Lead> leadMap = new Map<String, Lead>([SELECT Id, Email FROM Lead WHERE Email IN :sdrEmails AND isConverted = FALSE AND Email != NULL]); Map<String, Contact> contactMap = new Map<String, Contact>([SELECT Id, Email FROM Contact WHERE Email IN :sdrEmails AND Email != NULL]);

//Iterate our duplicates and tie them back to the records that triggered them For(String mysteryKey : leadMap.keySet()) { Lead l = leadMap.get(mysteryKey); Pre_Lead_Workspace__c sdrWithDupe = sdrMap.get(l.email); // Do something with the duplicate sdrWithDupe.Possible_Dupe__c = l.id; if (sdrWithDupe.Count__c == Null) { sdrWithDupe.Count__c = 0; } sdrWithDupe.Count__c++; } For(String mysteryKey : contactMap.keySet()) { Contact c = contactMap.get(mysteryKey); Pre_Lead_Workspace__c sdrWithDupe = sdrMap.get(c.email); // Do something with the duplicate sdrWithDupe.Possible_Dupe__c = c.id; if (sdrWithDupe.Count__c == Null) { sdrWithDupe.Count__c = 0; } sdrWithDupe.Count__c++; }}

@isTest

public class DupeIslandCheckTest { static testMethod void DupeIslandCheckTest(){ Lead testLead = new Lead(FirstName = 'Testy', LastName= 'McTesterson', Email='FindThisDupe@abc.com', Company = 'This Will be Found'); Lead testLead2 = new Lead(FirstName = 'Testy', LastName= 'McTesterson2', Email='DontThisDupe@abc.com', Company = 'This Wont be Found'); Contact testContact = new Contact(FirstName = 'TestyMc' , LastName = 'Testerson', Title = 'TestyMcTesting', Email = 'FindThisDupe2@abc.com'); Contact testContact2 = new Contact(FirstName = 'TestyMc' , LastName = 'Testerson2', Title = 'TestyMcTesting', Email = 'DontThisDupe2@abc.com'); insert testLead; insert testLead2; insert testContact; insert testContact2; Pre_Lead_Workspace__c testSDR = new Pre_Lead_Workspace__c(First_Name__c = 'Lead1', Email__c='FindThisDupe@abc.com', Count__c = NULL); Pre_Lead_Workspace__c testSDR2 = new Pre_Lead_Workspace__c(First_Name__c = 'Lead2', Email__c='DontFindAnything@abc.com', Count__c = NULL); Pre_Lead_Workspace__c testSDR3 = new Pre_Lead_Workspace__c(First_Name__c = 'Lead3', Email__c='FindThisDupe2@abc.com', Count__c = NULL); Pre_Lead_Workspace__c testSDR4 = new Pre_Lead_Workspace__c(First_Name__c = 'Lead4', Email__c='DontFindAnything2@abc.com', Count__c = NULL); insert testSDR; insert testSDR2; insert testSDR3; insert testSDR4; testSDR.Email__c = 'DontFindAnything@abc.com'; testSDR2.Email__c = 'FindThisDupe@abc.com'; update testSDR; update testSDR2; testSDR.Email__c = NULL; update testSDR; }}

TriggerTest Class