If a Source has a large number of related Lead Sources and/or Source costs, the system may not allow you to Merge two Sources. The related records must be un-associated from the current Source and associated to the Target Source. This Article will guide you through identifying the Lead Sources and/or Source Cost records which need to be migrated to a Target Source.
In this example we have multiple Home Advisor Sources which have been inadvertently created through an eLead integration.
NOTE: If an eLead integration is not setup correctly, it can create numerous duplicate Sources with the same Source Name. This document details how to correct the data using the Salesforce Data Loader and the correction to the system to prevent duplicate HomeAdvisor Sources from being created in the future.
1. Go to the Sources Tab and locate the HomeAdvisor Source with the earliest Created Date. Make note of the Salesforce Record ID of that Source (highlighted in the URL). Also note any Source Costs attributed to all Sources named HomeAdvisor or Home Advisor.
2. Run a report using Report Type of “Lead Sources with Source”, use a Field Filter of “Source Name” equals “Home Advisor”, OR “Source Name” equals “HomeAdvisor” AND Source Record ID is not equal to, and insert the Record ID of the earliest created HomeAdvisor Source. Be sure to use the appropriate Filter Logic.
3. Export Details to a CSV file. Change the Source ID for all Lead Source records to the appropriate HomeAdvisor Source. (see example screen shot of Report and Excel CSV file).
4. Use the Salesforce Data Loader to change the Source on each Lead Source. Be sure to map to the Lead Source object, use the Lead Source ID and the record ID to update, and use the Source ID to update the Source field. The mapping template should look like this:
5. Run a Report using a Report Type of “Sources with Source Costs”, use a Field Filter of “Source Name” equals “Home Advisor”, OR “Source Name” equals “HomeAdvisor” AND Source Record ID is not equal to, and insert the record ID of the earliest created HomeAdvisor Source.
6. If you find Source Costs attributed to duplicate HomeAdvisor Sources, use the same method to update the Source Cost records with the appropriate Source ID (see example screen shot where all Source Costs for HomeAdvisor have been updated with the correct Source ID).
7. Once you have confirmed that all HomeAdvisor Source Costs and HomeAdvisor Lead Sources are attributed to the correct HomeAdvisor Source, then you can use the Data Loader to delete the other HomeAdvisor (or Home Advisor) Sources. When finished, run a quick Report to confirm there is only one HomeAdvisor Source going forward.
Now that we’ve corrected the data, we need to prevent duplication from happening again!
8. Go to a Lead Source that was automatically created and click on the Created By Username (typically named “HomeAdvisor Site Guest User”).
9. Go to that User’s Profile (typically named “HomeAdvisor Profile”) and click Edit
10. Under Custom Object Permissions, Remove the ability to Create a Source, and be sure the User has Read access on the Source:
11. After you Save the changes to the Custom Object Permissions, but Before you leave the User Profile page you will need to Enable Visualforce Page Access. You can hover over this section on the User Profile page and click Edit.
12. Choose all Available Visualforce Pages and Add them to the “Enabled Visualforce Pages.” When you are finished, the setting should look like this:
13. Next, setup a Sharing Rule to Share the Source with the Guest User:
Granting Read Permissions to the Guest User Profile on Source
Go to Setup > Sharing Settings and Select the Source Object. Click New Sharing Rule.
When creating the Sharing Rule select 'Guest user access, based on criteria'. The criteria is Source Name not equal to BLANK. Share with select the guest user that is having issues. Grant Read Only access.
See also: eLead Best Practices