Expand Lead Only functionality to allow Contact Matching

[karamcintyre]

Current State: When Lead Only is checked on Interactions, the Interaction data is compared to existing Leads using the Lead Matching rule, and the code stops running before the Lead is converted. This means if there is a Contact record in the system with a matching name and email, the code will still create or modify a Lead and ignore any existing Contact.

Opportunity to expand: Salesforce’s Spring 2017 release included the ability to create Lead to Contact matching rules. It should be possible to rewrite the Interactions code to include the ability to leverage a Lead to Contact matching rule to determine whether the record should be left as a Lead or converted into an existing Contact. Universities may also want the ability to decide whether that is how they want it to work, meaning there may be an argument for leaving the “Lead Only” checkbox and creating something like a “Lead or Contact” checkbox.