Is there a way to add a filter for Scenarios where only applies if certain field value is set on the new lead?

Discussion (2)

• RV

  Ruben van de KampPlauti22 Feb 2024, 09:29

  We are open to adding this feature request to Duplicate Check.

  Salesforce announced a new feature, which is currently in developer preview (https://help.salesforce.com/s/articleView?id=release-notes.rn_apex_formulaeval.htm&release=248&type=5) which would enable us to implement this. After this feature is out of beta, we will look into technical feasibility.

• JE

  Joshua EuwijkPlauti3 Feb 2026, 13:45

  This request is still on top of mind. We are investigating how much effort, and what impact this has on the Salesforce limits when searching for records. We will keep you posted on this ticket.

  There is already a way to filter for scenario’s for a set of PD features, that requires some apex coding.

  Please see example 2 in this SDK article: https://sdk.plauti.com/docs/apex-plugin-using-the-before-search-plugin-examples-use-cases