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Astrea Contact Lead Merge
Merge Contacts of Account and Leads separately.
- 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.
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Great help to sort the Contacts
The option to select the filter criteria is a good feature and makes it easier to merge records. Used it for the contacts merging with our accounts and impressed with a single click solution. Their support is also very proactive and helped me to get my org ready for using their app.
Package missing required components
Both of the quick actions (Account & Lead) mentioned in the installation guide are not included in the package. The app does not seem to work without these.
Hi Tyler, We really appreciate your findings. You can also create quick actions from your end still we have added those actions to the package. let us know how this version goes. Thanks & Regards Deepak