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Cross-Reference Any Object in GridBuddy to De-Dupe Leads

Posted by Mark Ross on Oct 27, 2015 8:30:00 AM
Mark Ross
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GridBuddy recently released its new Object Cross-Referencing feature at Dreamforce 2015, and it’s ready to take your Salesforce org to the next level. Now you can pull any objects together on a single grid, where they can be seen and edited together, just like a spreadsheet. Except spreadsheets can’t do this, because this works even if the objects have no relationship defined in Salesforce.

Did you catch that? I hope you caught that, because it’s super-important.

GridBuddy lets you see and edit records that are related in real life even if they have no object relationship yet in Salesforce.

genie lampHow is this accomplished? What miracles have been wrought to perform such feats of data? Well, cool your jets there, Turbo; we’re matching the text from specified fields to make that cross-object magic.

This can be used for any kind of objects that need to be matched up, but today we’re going to look at a grid that shows Accounts and their related Leads and Contacts. This is extremely valuable for sales reps if they are working existing accounts and need to not only work with those accounts’ contacts, but also see any Leads for the same company that might come in from other channels.

Accounts and Leads don't have a relationship that could be used for this, but GridBuddy now has a way to visualize the relationship to make this view possible, and make your Salesforce lead management that much easier. Let’s walk through how to set it up.

Step 1: Open the Grid Wizard and give your new grid a name

Open the Grid Wizard tab, and in the dropdown select "Create New". Enter in a title for your new grid, select Account as the Parent Object, and then click Save.

salesforce grid wizard

 

Step 2: Select Account as the Parent Object and choose fields you would like to see

Open the Grid Wizard tab, and in the dropdown select "Create New". Enter in a title for your new grid, select Account as the Parent Object, and then click Save.

Account_Object

 

Step 3: Select the Contact Object and fields you would like to see

Next, go back to the first column called “Choose an Object”, scroll down, and select the Contact object. (Alternatively, you can type “Contact” into the search bar at the top of the column instead of scrolling.)

Once you have done this, in the second column, choose the Contact fields you would like to see in your grid.

Contact_Object

 

Step 4: Select the Lead Object and fields you would like to see

Back in the first column, select the Lead object. Choose the Lead fields in the second column that you would like to see in your grid.

lead cross object

 

Step 5: Map the Account Name field and the Lead Company field

In the third column, a new section has appeared marked "Lead Unrelated". This will have two drop-downs, one for the Account object and one for the Lead object. We need to select an Account Field and a Lead Field that will have matching values.

In this example, we want to match based on the name of the Company, so start by choosing the Account Name field.

 

 

Select_Acccount_Mapping   

 

For Lead mapping, choose the Company field.

 

 

 

 

 

map lead to account

 

The mapping should look like this:

Account_map_to_Lead 

 

Step 6: Launch the grid!

Click Save, and then hit the "Launch Grid" link at the top to get started with your new Salesforce grid. Bada-boom!

Here is a screenshot of what we created:

Accounts_with_Leads_and_Contacts_Grid

Want to give GridBuddy a try for yourself and don’t have it installed yet? Install 30-day cost-free/risk-free trial of GridBuddy Unlimited from the AppExchange now!

Try GridBuddy for FREE

 

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