Lead duplicate detection with Agent Script
Finding Lead and Account Duplicates with Salesforce Agent Script Duplicate data is one of those CRM problems that is frustrating and can slow down the sales team. For this project, I built a Salesforce Agent Script agent that helps answer a very practical question: How confident are we that this Lead represents this Account? Instead of letting the agent guess, I connected it to deterministic Apex actions. The agent can have the conversation, but the scoring logic comes from Salesforce data and clear rules. ...