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Configuring lead de-duplication

Updated on May 10, 2021

Perform the configuration steps that are necessary for lead de-duplication to work in your Pega Sales Automation instance.

Pega Sales Automation Implementation Guide

To start using lead de-duplication, you must:

  • Enable the lead de-duplication feature and define application-level match thresholds.
  • Enable the job scheduler that runs the data transform that identifies duplicate leads.
  • Assign the correct access group to the data transform that identifies duplicate leads.
  • Configure the case-level match conditions.

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