Create Reservation with Lead & Duplicate Rules

The Booker25 Widget allows users to configure either the creation of a Contact or Lead when a reservation is created. Users can configure this in the Configuration page: welcome.booker25.com/business/{name}/configure/settings

On this page, we describe the creation of Reservations with the Lead configuration.

Salesforce allows users to configure duplicate rules which are used by the Booker25 Widget when creating the Leads. Please read the Salesforce documentation of the managing duplicate records here: Manage Duplicate Records and subsection Duplicate Rules

In this documentation we assume you will apply the standard duplicate rules provided by Salesforce in your org.

Leads with Duplicate Contacts

The Booker25 Widget allows you to create reservations with Lead records. When creating Leads there are usually two situations:

  • Always create a new lead when a Reservation is created

  • Only create a new lead when there is no duplicate contact from a converted lead

The table below shows the behaviour of the duplicate rule when using Leads to create Reservations

Prerequisite

Standard Lead Duplicate Rule

Registrant type: Lead

 

Table

Standard Lead Duplicate Rule Activated?

Input

Result

Enabled

Create reservation with new email address

New lead is created

Create reservation with existing email on an unconverted lead record

New lead is created

Create reservation with existing email on converted lead to contact

Existing contact record with email match is used

Disabled

Create reservation

New lead is always created

What happens with the Company field?

Use Company field

Lead

Contact

Checked

Company field in Salesforce is filled with value entered in widget

When no value has been filled in the First Name + Last Name will be used as a value

Account Name is filled in with value entered in widget, considering the Account Duplicate Rules

When no value has been filled in, only a Contact record is created and thus the Contact is Private

Unchecked

Company field in Salesforce is filled with First Name + Last Name

Account is left empty and thus the Contact is Private