The specific error can occur on eLead conversion or within the User Interface when selecting a Source. The first occurrence when an eLead cannot be converted occurs when the eLead data matches more than 1000 Prospects already in the database.
The second occurrence of this error happens when the Source Type is selected in the User Interface and there are more than 1,000 Active Sources within that Source Type.
Resolution
Scenario 1: An incoming eLead data matches more than 1,000 Prospects in the Prospect Search.
'Collection size 1,001 exceeds maximum size of 1,000'
If the email address has too many matching Prospect records, Delete the Email address from the eLead record, Save, and attempt to Convert again.
System Best Practice: Do not enter ANY fictional data into the system, particularly Email addresses. If you do not know the Prospect's email address, leave this field Blank. Do NOT enter fictional email addresses.
WARNING: Entering fictional email addresses and duplicating email addresses across multiple records CAN cause problems with eLead matching, Prospect Search features, and eLead to Prospect conversion processes.
eLead to Prospect Field Weighting
The field weight settings cannot be configured. They are standardized across all improveit 360 systems.
An eLead “Match” consists of 15 Points or more of matching data points.
Email address = 16 Points
Phone = 11 Points
Last Name = 3.6 Points
First Name = 2.8 Points
Street Address = 1.3 Points
Zip Code = 1.1 Points
NOTE: Email Address is the heaviest weighted field and the MOST unique identifier when converting a new eLead to an Existing Prospect and attaching a new Lead Source to that Prospect. If duplicate Email addresses are being used for multiple Prospects, the eLead matching and conversion feature will NOT function as intended.
Be sure to instruct your staff to NEVER enter a fake Email Address into improveit 360.
Resolution
Scenario 2: Too many Active Sources under one Source Type
Salesforce restricts the number of Values allows without a picklist (dropdown) to 1,000 values. However, because the Source object can house many records and improveit 360 uses a Visualforce page to convert those records into dependent picklists, we are still beholden to the 1,000 record limit.
For this reason, it is important to keep your Source list clean and up to date. This also ensures that your Lead Entry team doesn't have a difficult time choosing the correct Source and decreases the potential for user error and selecing the wrong Source.
To clean up this list, navigate to the Sources Tab.
Choose the Active Sources list view
Sort the list by Type by clicking on the Type field.
Then click the letter of the Type you have too many values underneath. In my example I'm looking to clean up the Sources under "Show or Event" so I will select "S" and look for all the Sources with that Type.
Note that we have several Sources that are old and we should not be attributing new leads to. These should be given an End date. To select multiple Sources to End, check the box on the left hand side. You can select and Edit up to 200 Sources at a time.
Double-click into the End date field and a pop-up with appear, allowing you to select the End date for all of the Sources you've selected.
Note: you will need to use the button to Apply changes to All X selected records
When you click Save the End date will be applied to all the Sources you selected.
Only Active Sources (without an End date) are queried for the Source picklist values displayed when entering a new lead.
Although most companies do not exceed 1,000 Active Sources for one Source Type, if you legitimately have more than 1,000 Active Sources you can split them between the current Type and a new Type value to alleviate this error. To do this you'll want to add a new Source Type to your system and then change the existing Sources to fall under the new Type you create.