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Astrea Contact Lead Merge

By Astrea IT Services Pvt Ltd

Merge Contacts of Account and Leads separately.

Free  

Never requires payment

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Business Need
Sales

• Merge your duplicate Contacts From Account record along with selected related list. • Merge your duplicate Leads from Lead record along with selected related list. • Works like standard Account Merging feature of Salesforce.

  • Demo

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Contact Lead Merge/CLM 2.3.0
Listed On
02/28/2019
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/28/2021

Additional Details

Astrea Contact Lead Merge, merges identical Contacts of an Account and Separate Lead Records. It also helps in cleaning up duplicate Leads and Contacts. It allows user to select one Record as Master Record out of the two selected records. By default all values in the merged record are taken from Master record. User may use values of some fields from other record as needed. The “slave” record is deleted from Salesforce after a successful merge and user will redirect to merged record. NOTE:- Record can be related to contact or lead. But make it clear that it will not merge any contact with lead while it merges contact under particular account and Lead Records separately by taking two records at a time.

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Astrea IT Services Pvt Ltd

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