This plug-in was created to detect duplicates when qualifying a lead
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create a contact (last name:x, E-mail: x@xman.com)
save & close
navigate to Leads
create new lead (Topic: x, Last Name: x, Company Name: x, Email: x@xman.com)
save
select Qualify button
in Convert Lead select Contact and Open newly created records / press Ok
Duplicates detected pop-up will appear showing the Lead registry but potential duplicate records: None.

The plug-in should be registered on the QualifyLead message with the primary entity as lead. Run as calling user on the Pre-operation stage with execution mode synchronous. It should be deployed on the server.

Last edited Jun 9, 2014 at 11:22 AM by drewtho, version 2