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How to set up Web to Lead Duplicate Prevention

The Web to Lead Duplicate Prevention feature is available in the Premium and PDM Editions.

The Web to Lead Duplicate Prevention feature analyses all incoming records for duplicates before their entry in the Salesforce environment. In this article, we are showing how to enable, configure and use Web to Lead.

Step 1 Activating Web to Lead Duplicate Prevention in Salesforce Web to Lead

  1. A specific HTML code needs to be added in your Web to Lead code form to set up the Web to Lead Duplicate Prevention:
<input id="dupcheck__dc3Web2Lead__c" name="dupcheck__dc3Web2Lead__c" type="hidden" value="1" />

This is an example of what the Web to Lead HTML form should look like with the Web to Lead Duplicate Prevention HTML code integrated in it. This highlighted part of the form is showing a correctly placed Web to Lead Duplicate Prevention specific HTML code:

By adding the code to your Web to Lead form, your new Leads will be matched against your existing database.

Step 2 Apply scenario to the Web to Lead feature

  1. Navigate to Deduplicate Setup in Plauti Deduplicate.
  2. At Object Configuration, configure the Lead object.
  3. Navigate to Lead Scenario tab and apply one or more scenarios to Web-to-Lead. Example image below.

Make sure to apply a scenario to Web-to-Lead that contains the fields you wish to use in comparing your imported records with your existing data.
Learn more about scenarios.

Detected records

All duplicate records found will appear in the Job Overview at the Deduplicate Job page. Open the Web to Lead Job to view them in detail and decide which ones to merge.

Furthermore, all new incoming leads, duplicates or not, can be found in the Audit Log on the Deduplicate Setup tab. Lead records added via Web-to-Lead are displayed there as follows:

Did you know that you can automatically merge Web to Lead duplicate records right at the point of entry, without any user interaction? Learn more about our [Direct Processing feature](https://www.plauti.com/support/1EXXr).