Since PeopleImport will ONLY match a record from the input file to one record in Salesforce, ideally the Salesforce Database should already have been scrubbed for duplicates within the Lead and Contact objects and also Leads against Contacts.
- The order of matching steps in Stage 3 can be manipulated such that a matching Contact will be found before a matching Lead, if the same person exists as a Lead and a Contact, but the decision will need to be made as to which one should be updated (which will be the one it finds first)
- Similarly, if the same Lead or Contact exists multiple times, more rigid matching steps can be executed before looser steps to find the "better" match.
- However, if the SAME Lead/Contact exists multiple times in Salesforce, and all the fields would match in the SAME Step, the first record Salesforce returns to PeopleImport will be the record that is updated and there is no rhyme or reason as to which one Salesforce will return within a single step
The Validity DemandTools application can be used to clean up existing duplicates with the Salesforce Database. More information regarding DemandTools can be found on our website.
