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Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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11 views

Removing duplicate (same email ids) records in Pardot

Is there a way to remove duplicate (same email ids) records in Pardot?
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0answers
22 views

SFDX Disable duplication rules in scratch org

Stage: We have a legacy codebase from another outsourcer. We're adopting it for SFDX now. Several tests are now failing because they generate duplicate Contacts. We'd like to avoid rewriting those ...
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2answers
33 views

Remove a duplicate Contact from all Journeys in Marketing Cloud

In Marketing Cloud, we had a duplicate contact (some with several email addresses) enter several journeys. I have deduped the Contact in Salesforce (which was in a Data Extension in Marketing Cloud), ...
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12 views

B2C Contacts Mapping to proper Business Accounts

We are working for a new proposal and basically it deals with education services, we have Accounts(universities/departments) and contacts(professors with university mail id). For cases when a ...
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0answers
23 views

Lead and Contact Duplicate Rules Updated?

We noticed some unit tests failures in our sandbox environments, and they seem related to duplicate matching rules. We haven't updated the standard rules, but was wondering if Salesforce pushed an ...
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0answers
24 views

Why exact match doesn't work for Phone field in Matching Rule

I have created a matching rule and a Duplicate Rule that should block a user from creating duplicates. ((Lead: FirstNameEXACTMatchBlank = FALSE) AND (Lead: LastNameEXACTMatchBlank = FALSE) AND (Lead:...
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1answer
27 views

When does duplicate rule job run?

We had a duplicate rule setup but it looks like it wasnt set up correctly and there were a lot of duplicate record sets created. we have corrected the issue with the Duplicate rule setup . We ended ...
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0answers
27 views

Best practices for importing leads and contacts from trade shows

I'm the new manager of a mid-size Salesforce org for a company that has some presence at industry tradeshows. At the end of each show, there's always a list of leads to be imported into a campaign. ...
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2answers
30 views

Archive Accounts [closed]

What is the best way to archive accounts, after we have identified them as obsolete. ? I want to automate the process of archiving the obsolete accounts. These accounts become obsolete under two ...
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1answer
54 views

ParentId field on DuplicateRecordSet seems to be not visible

I was trying to create a Process (using Process Builder) to update a Duplicated Lead with it respective "Parent Lead", through a custom field "ParentLead__c". But on when I was navigating from ...
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1answer
40 views

How to perform mass merge for duplicated records in a custom object?

I have a custom object A and a custom object B. Custom object A is the parent object. Custom object B is the child object. The relationship between custom object A and custo object B is a master-...
1
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1answer
70 views

Datacloud.FindDuplicatesResult: not finding any duplicates when they are

I am stuck when trying to look for a duplicate contact, I am using Datacloud.FindDuplicatesResult, however the system is not getting any duplicate so when it tries to save the record I get an: ...
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2answers
24 views

Process New Duplicate Rule on All Records

I created a new duplicate and matching rule for Accounts based on Shipping Address so that I can generate a custom duplicate account report. I have the report created but it appears empty and I ...
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1answer
29 views

Filter Duplicate Record Items by Duplicate Rule

I have setup a "Duplicate Accounts" report following the Salesforce documentation provided but I then realized this is based on a rule that matches on Billing Address. What I need is a duplicate ...
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1answer
11 views

Duplicate Rules: “The XXX field is invalid for this field mapping” - during deployment

During a deploy from source control to an org, I get this error: Contact.Standard_Rule_for_Contacts_with_Duplicate_Leads Duplicate Rule The Phone field is invalid for this field mapping. What would ...
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2answers
64 views

trigger to Preventing the users to create Duplicate Accounts im getting Variable does not exist: Name error

trigger AccountDuplicateTrigger on Account (before insert) { for(Account a:Trigger.new) { List<Account> acc=[Select id from Account where Name='a.Name' and Rating='a.Rating']; if(acc.size()&...
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1answer
30 views

Cannot Find Duplicate Management in Lightning

I am having difficulty managing matching rules in SF Lightning because I cannot get past step one of all the guides I have found. When I type "match" or "dup" into the quick find box, nothing comes up....
1
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1answer
132 views

Duplicate Rule Details - How to get in Apex exception

I am getting a duplicate rule issue with apex first error: DUPLICATES_DETECTED, Use one of these records?: [] Now I want this rule to run, however, I need to get the details of the record that is ...
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1answer
37 views

i m trying to avoid duplicate product code in opportuinity line item but its not updating

trigger duplicatecode on OpportunityLineItem (before insert) { { Set<String> setProductCode= new Set<String>(); For(OpportunityLineItem nam : trigger.new) { ...
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1answer
135 views

Contact matching rules and Duplicate rules bypass using apex

I have a custom matching rule set up for contact. I used that in my contact duplicate rule. When users fill contact data and try to save contact SFDC shows warning with duplicate result. but user can ...
0
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1answer
24 views

How to assign duplicate Leads with same Owner

Background Leads are created via web-to-lead which means website visitors can created multiple Leads within Salesforce. Also, Leads are assigned using a round robin method. Ideal Outcome If ...
1
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1answer
40 views

How to remove `Save (Ignore Alert)` and `Save & New (Ignore Alert)` buttons?

I have created a duplication rule so that when a new lead record is created to notify the user if there is an already existing lead. When there is an existing and duplicated lead I need to forbid the ...
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1answer
25 views

Issue with merge and delete lead

It was brought to my attention when changing some User Profiles so they don't have permissions to Delete any Leads or Accounts, that the same button to Delete is also tied to "Find Duplicates". So, ...
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0answers
17 views

In standard Account matching rules, do empty state fields match or not?

I've checked the documentation, but it doesn't list the State field in the detailed explanation. (https://help.salesforce.com/articleView?id=matching_rules_standard_account_rule.htm&type=5)
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0answers
32 views

How to flag record to indicate if Duplicate Rule Ran

We have duplicate rules setup to enable Save and output on Report. Works fine if system finds a duplicate but other than looking in Debug Logs, is there a way to tag a record to say the rule ran and ...
0
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1answer
180 views

Identify and mark duplicate records in Opportunity using Apex and SOQL

I have about 400K records in opportunity object which needs a cleanup of duplicate records using a batch class. I don't want to delete the duplicate records, I want to check them as 'prospective ...
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2answers
44 views

How to build a testdatafactory without error : DUPLICATE_VALUE, duplicate value found: duplicates value on record with id: : []

I an trying to create a testdatafactory which i can use to call in my tesclasses. What I want to achieve is small buildingblocks with which I call another method if a lookupfield needs to be filled. I ...
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0answers
28 views

Can Lightning Matching rules act like the Classic Find Duplicates?

In Classic, the function: Find Duplicates, would open a window with several options: The user had the option to select the criteria to which he would like to look for duplicates. Using LEX, is there ...
2
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0answers
80 views

Issue with Datacloud.FindDuplicates & County-State-Picklist & PURGE Data

We have a strange issue arising in the context of the Salesforce Standard Deduplication functionality. It happens only, when Country-State-Picklist are enabled and a record (Account) is set to a ...
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1answer
106 views

Set.contains() not working

My set contains custom JSON elements. When i try to use set.contains() method to check if the set has the JSON element it fails. MY JSON DATA: public uJSON(Id id,String name, Boolean manager,Id ...
1
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1answer
195 views

Removing duplicate values from picklist

I am trying to extract picklist value from a custom object Product__c, but I am getting duplicate values in the dynamic picklist. Controller Code public class VFOnlineShoppingController { //...
0
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1answer
79 views

Customize alert text in duplicate rules.

Alext text in Duplicate Rules : Is it possible to use custom labels for the alert text ?...i need to show the alert in 2 different languages. I tried using custome labels it is not working !
1
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1answer
31 views

How do I track and manage multiple leads for the same contact but from different sources?

I'm trying to find a way to track the leads that I get from different channels but which are for the same lead/contact. For instance, if I have a potential client contact us through our website, but ...
0
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2answers
66 views

Inserting duplicate contacts not causing `DuplicateError`

I'm trying to insert duplicate contacts inside this test method to cause a DuplicateError, however the call to Datebase.insert(duplicateContact, false) succeeds without errors. I want the error. I'm ...
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0answers
95 views

Cross Field Matching Rule - Duplicate Rules

On Contact record we have two email fields - Email and Personal_Email__c. We want to identify records as matches if any of the email address fields match any existing email addresses in those fields ...
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0answers
138 views

findDuplicates throws exception if there are no active duplicate rules

I've noticed that theDatacloud.FindDuplicates.findDuplicates() method will not return gracefully if there are no active duplicate rules for the object. Instead, it throws an exception System....
1
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1answer
154 views

Getting error: 'Update Failed… DUPLICATES_DETECTED' even with duplicate rule set to 'Allow'

I am trying to update a list of Contacts which is failing because of duplicate being detected. My duplicate rule field 'Action on Edit' and 'Action on Create' is set to Allow. code: if(...
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2answers
48 views

Duplicate Rules : Contact Mobile & Phone

We are facing an issue with duplicate rules on contact. When we create a new matching rule like below Please find the below rules setup. (Contact: MobilePhoneEXACTMatchBlank = FALSE) OR (Contact: ...
1
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1answer
51 views

Duplicate lead management

In my org we have implemented Duplicate matching rules for leads. We have the Lead object being referenced in 2 custom objects (Enquiry__c & Needs_Analysis__c , simple lookup relationship). In ...
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1answer
226 views

Web to lead creating duplicate leads [closed]

Can any one please help me in below scenario, We have implemented web to lead functionality in our project. from this duplicate leads are getting created. How can I figure out reasons for this ?
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1answer
37 views

Insufficient Privileges exception when calling DataCloud.FindDuplicates.findDuplicates

For some users, calling DataCloud.FindDuplicates.findDuplicates throws an Insufficient Privileges exception. It would appear to be a permissions issue but I have not been able to figure out what ...
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0answers
41 views

How to display duplicate contacts on custom lead convert page?

I have a custom lead convert page. We have enabled the data.com duplicate rules, and now, when there is a duplicate contact upon conversion, I get an error on the custom page: Error:...
1
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1answer
142 views

Find original record in duplicate result: Datacloud.DuplicateResult

I'm writing some code to search for duplicates for a list of contacts. I need to be able to map the duplicates to the corresponding original/master contact. I haven't been able to find any ...
0
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1answer
24 views

Duplicate Management Soql not finding a duplicate that displays on contact's related list

We just activated Salesforce's native duplicate management on an existing org. The users are still in classic, so in order to make it really noticeable that there is a duplicate, I'm creating a vf ...
1
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3answers
83 views

Making sure a list is unique [closed]

I'm running into an interesting problem while trying to insert records from a class that runs on Insert and Update. So when the parent record is created, we have some logic that looks at the parent ...
2
votes
1answer
22 views

Duplicate Rule not firing for sample data Installed from Trialforce Template

I found out today that a duplicate rule on one of my objects does not fire. After doing a lot of testing I found out that it only doesn't fire for records which were installed as sample data when the ...
2
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0answers
168 views

Suppressing contacts from Data Extensions where multiple ID's exist?

So our Salesforce database contains over 700k contacts, with about 100k of those being duplicate email addresses with different Salesforce ID's attached. This happens due to injecting in data from ...
0
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1answer
238 views

What does merging duplicate Leads/Contacts/Account do at the record and related record level?

I am exploring the Duplicate Merge features in Salesforce Lightning Experience. I am wondering exactly what happens when you choose to merge records: Do the merge-from records get deleted? Do the ...
4
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1answer
605 views

Upsert on Salesforce record cries about Duplicate Record despite that Lead not existing at all, like anywhere?

I am using this API package to Upsert a Lead onto Salesforce using a custom External ID which is the user's email stored in MySQL. Once a while, due to no reason whatsoever, Salesforce would cry out ...
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0answers
293 views

Duplicate Rule does not fire for old records

I' am having an issue with Duplicate rule. For some reason, duplicate rule is not firing on old records but works fine for new records. Below is the scenario. Initially, I created a Test User(User1) ...