Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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votes
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21 views

DUPLICATE_VALUE:duplicate value found error on field that ISN'T marked is Unique?

I am trying to insert records via informatica, I am getting this error: "","false","false","DUPLICATE_VALUE:duplicate value found: customfield__C duplicates value on record with id: xxxxxxxxxxxx:--" ...
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0answers
14 views

How to do alphanumeric only duplicate detection

I need to enabled duplicate detection and blocking on text fields that only checks the alphanumeric characters in the string and is exact for those characters. The available fuzzy algorithms do not ...
0
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1answer
17 views

Dedupe CloudPages DE records

I was building a test Cloud Page using the system CloudPages DE to capture user preferences. It had no problem capturing input information. However, when users re-entered their info and change their ...
0
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1answer
17 views

Finding semi duplicates

I have been given a list of 2000 accounts my sales rep got from some marketing company. Is there a better way than: SELECT AccountId, Name FROM Account WHERE Name LIKE '%Some row[1] substring%' ...
0
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0answers
23 views

Duplicate Record Sets - Action on “Compare and Merge”

How can i add an action (process builder or call Apex Class) on Duplicate Record Set Object when clicking this button on top right? Compare and merge? I want to add an action to somehow lock the ...
0
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0answers
20 views

How does Potential Duplicate Component and Duplicate Record Sets work?

TLDR: Can we retrieve duplicate records in 'View Duplicates' using Apex or SOQL. Details I am planning to create a list view with a column of 'View Duplicates' link or button. Similar to below image ...
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0answers
12 views

Ways to Add Custom Actions - Button on Duplicate Record Set

I would like when a user makes an update on the status of a Duplicate Record Set to show a custom confirmation message. Is there any possible way this could be achieved? Is i see, i cannot create ...
0
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0answers
17 views

Using the SOAP API, can I identify records marked as duplicates, before they're purged?

I've had a recurring problem where the copy of the Salesforce data in our data warehouse includes records which had been purged from Salesforce. This creates overcount in reports, undermining ...
-2
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1answer
37 views

validation on new leads inserted with apex method

How do I validate, when a collection of new leads would create duplicates in the system and return segregated lists in a map (when its True: list of non-duplicates and when its False: list of ...
3
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1answer
49 views

Marketing Cloud Use SQL Activity to Join Multiple Data Extensions

I've recently completed an IP warming process. Contacts were being added to a new Data Extension before each send to keep track of the the separate imports throughout the migration. Now I would like ...
0
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0answers
10 views

Duplicate check on lookup field

I want to create duplicate check based upon a lookup relationship but when I create a matching rule with only the lookup relationship field as a criteria I get error: Error: We can't save this ...
0
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0answers
19 views

Whats a good way to merge this bad pair of records, one a Contact and one a Person Account, with a unique external-ID field?

We have a checkered history at this company that caused all sorts of bad data. (I wasnt here then!) Person Accounts are enabled. Some of the customers are Person Account records, and some are just ...
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0answers
13 views

Duplicate Report

Created duplicate report with a new report type (Account > Duplicate Record Sets) Going into some individual records and "Find Duplicates" there are no duplicate records all because they were already ...
0
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2answers
19 views

Report: Leads with same name and company

What SOSQL query can list Lead Names where the Name and Company have a duplicate. (to de-dupe Leads for the same person in the same company). This query won't execute as Count doesn't seem to support ...
0
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0answers
37 views

New duplicate rule not firing for existing records

I have created a new duplicate rule on account which does a fuzzy company name match and reports duplicates for inserts. I have the duplicate rule set to fire for edits as well and I created a dummy ...
2
votes
1answer
35 views

Can Salesforce Duplicate Management compare across objects?

Is is possible for Salesforce Duplicate Management matching rules to compare across objects? This article talks about cross-object duplicate rules: https://focusonforce.com/configuration/native-...
0
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0answers
20 views

Mass Finding Duplicate Leads in Salesforce

Sales Rep has Uploaded leads into salesforce by adding them as campaign members. The leads under campaign members have many duplicates, can anyone suggest a method or a process to find out Mass ...
0
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0answers
25 views

Duplicate record not added to Database DuplicateRecordSet

We have activated the standard duplicate rules and matching rules for Account. Generally, they seem to work and the duplicate records get written into the tables DuplicateRecordSet and ...
0
votes
1answer
16 views

records deduplication and sharing after insert [closed]

Here is my question: Org's personal account is enabled. The account sharing setting is set to private, sales team members Sales A and Sales B can not access each others' account records. Sales A and ...
0
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0answers
36 views

Email To Case with duplicate contacts (intentionally)

We have intentionally created duplicate contacts in Salesforce. Importantly these records have the same email address but the rest of the fields maybe slightly unique. For the sake of argument they ...
0
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1answer
61 views

Pardot Sync Issue

Background: We had 2 Salesforce orgs and each org was connected to its corresponding Pardot Org. Recently, we merged the 2 Salesforce orgs. However, the pardot orgs were kept separate. So, now we have ...
0
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2answers
87 views

Problems with testing the population of duplicate information from DuplicateRecordItem on Account record

I have created three fields on Account to store information on the duplicates in the system. Standard duplicate rules apply. The fields are: Duplikat__c: a checkbox ID_Doppelte_Datensaetze__c: Id ...
1
vote
1answer
94 views

Does Marketing Cloud deduplicate subscribers before making an A/B split?

I am configuring my first A/B split test with an email. I know that during a single send to a data extension, normally, Marketing Cloud will dedupe the DE's contents on the email address. However, I'm ...
0
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1answer
32 views

Upsert and DMLOption alternatives?

I have a fairly complex trigger that upserts accounts when records of a 2nd object are inserted or updated. We also have a duplicate rule in Account that is set to detect dupes but "Allow" if the ...
0
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2answers
53 views

Apex trigger to stop duplicate records into SF if email already exists on a person account

I have an existing trigger which converts leads into peron accounts if the company name is blank. Trigger AutoConvert on Lead (after insert) { LeadStatus convertStatus = [ select ...
1
vote
2answers
68 views

How to set Email Address as Primary Key on a Salesforce Campaign Entry Source Data Extension

I've created a journey using the Salesforce Campaign entry source. The entry source will enter records from 3 different SF campaigns. There's a possibility there will be duplicate emails in each ...
0
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2answers
211 views

Duplicate Management in Lightning - Matching Rules vs Duplicate Rules

In Salesforce Classic experience, we can manually search for duplicate records and pick and choose which ones we want to merge. In Lightning, however, this is not possible, and only records identified ...
0
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0answers
74 views

SOAP DuplicateRuleHeader allowSave Duplicate Request Body

After researching, it appears that the SalesForce REST API unfortunately doesn't have an equivalent allowSave option for overriding duplicates that the SOAP API has. I'm writing a Python client that ...
-3
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1answer
56 views

Avoid Duplicates name [closed]

Here how can avoid duplicate lastname trigger ContactNamesOnAccount on Contact (after update, after insert) { Set<id> accIdList = new Set<id>(); for(Contact con : Trigger.new){ ...
0
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1answer
81 views

Updating Accounts shows: duplicate value found: <unknown> duplicates value on record with id: <unknown>

I am Trying to update one Field in Account using postman but it's not letting me update it. I also Turned off history tracking for an Account. I have given full access to my app in Salesforce.  eg  ...
3
votes
1answer
164 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 ...
0
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2answers
111 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), ...
0
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0answers
14 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 ...
0
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0answers
37 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 ...
1
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0answers
38 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:...
0
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1answer
37 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 ...
0
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0answers
120 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. ...
0
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2answers
83 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 ...
3
votes
1answer
136 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 ...
0
votes
1answer
252 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
vote
1answer
319 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: ...
1
vote
2answers
73 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 ...
0
votes
1answer
43 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 ...
1
vote
1answer
48 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 ...
-2
votes
2answers
113 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()&...
1
vote
1answer
35 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....
2
votes
1answer
622 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 ...
0
votes
1answer
72 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) { ...
0
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1answer
335 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
votes
1answer
43 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 ...