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Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

0
votes
1answer
28 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
votes
1answer
14 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
19 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
vote
1answer
16 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 ...
-2
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1answer
20 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
13 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
15 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
votes
1answer
69 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 ...
0
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2answers
36 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 ...
0
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0answers
20 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
votes
0answers
52 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 ...
0
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0answers
10 views

Avoid duplication while using the default INSERT operation with Mobile SDK

How to prevent duplicate record created, for example, the insert is successful in backend but failed to return result to frontend and then frontend create the same record again in next try.
1
vote
1answer
98 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
vote
1answer
80 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
votes
1answer
33 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
vote
1answer
25 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
votes
2answers
37 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 ...
0
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0answers
46 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 ...
0
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0answers
73 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
vote
1answer
61 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(...
0
votes
2answers
37 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
vote
1answer
37 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 ...
0
votes
1answer
113 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 ?
0
votes
1answer
26 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 ...
1
vote
0answers
33 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:...
0
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0answers
28 views

I am Having Trouble to Assign Records in A list

I Wrote This Apex Code to Get Records with Exact Address, City, Zip from a Custom Object Called Job profile . Now after I Get Records Having same field. Let's Just say i got 3 Records . From that ...
1
vote
1answer
78 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
votes
1answer
18 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
vote
3answers
61 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
21 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
votes
0answers
122 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
votes
1answer
169 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
votes
1answer
309 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 ...
0
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0answers
198 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) ...
0
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0answers
28 views

Getting Duplicate Email notification when Opportunity Owner is change and Send Notification flag is checked

we are getting Duplicate email notification when the Opportunity is transferred to one user from another and send notification checkbox is checked. Both the emails are from the user transferring the ...
6
votes
1answer
66 views

Duplicate management: Matching records with filled in value vs empty value

Looking for some bright minds who maybe see a workaround for my problem: We want to use the standard matching rules to identify potential duplicate contacts. An issue that keeps coming back is: we ...
0
votes
2answers
162 views

Setting DMLOptions in an update

I am currently trying to bypass a DMLException thrown by a duplicate rule in an update event just like I bypass it in an insert events, that is by setting the DMLOptions.DuplicateRuleHeader.allowSave ...
4
votes
1answer
138 views

Non-Duplicates are being detected as duplicates

I'm trying to run the following unit test: @IsTest static void testInsertContactWithMultipleDuplicates() { { TriggerManager.allTriggersDisabled = true; Contact dupRecord1 = new ...
0
votes
1answer
24 views

Duplication Rule not firing for user even we having duplication rule for Account name

Create Account "Test Sample" as system admin. Then I logged in as custom profile user, create a lead with company name "Test Sample". I tried to convert the lead it doesn't show the matching account ...
1
vote
1answer
31 views

Trigger on Leads that checks to see if another Lead or Contact has the exact same name

I have created a trigger that checks to see if another Lead or Contact has the exact same name. How I can avoid the for loop inside for loop to compare old and new lead values and avoid running ...
2
votes
0answers
179 views

Developing an enhanced Duplicate Management feature, as standard as possible [closed]

Due to business needs, we are currently using a slightly different system than the standard for duplicate detection, but, we would still like to use as much as possible of the out-of-the-box ...
0
votes
1answer
79 views

Duplicate Management - Fuzzy Phone detection not Working?

I have a duplicate rule where I check for a Fuzzy Mobile or Phone, on the Lead Object. I have stumbled with a use case where the Phone on Lead 1(for the sake of the example) is something like: +49 ...
0
votes
0answers
18 views

Want to exactly match account name using matching rule

When user creates any order and enters Account name, I want user entered Account to get matched with existing accounts. For this, I used Matching rule to match two accounts. Matching rule is as ...
0
votes
1answer
210 views

Trigger: Catch duplicate and update existing record

I'm trying to write a trigger that can not only detect a duplicate but can update the existing record (similar to an upsert operation). For several reasons, we are unable to actually use upsert. ...
1
vote
2answers
105 views

Deduplicate array in javascript based on id value in array

I have a array which is a collection of 2 arrays which has duplicate Id records how do I deduplicate these in javascript. Filter is my primary array to which I add opleidingfilter. Filter array ends ...
0
votes
1answer
53 views

How to avoid creating Duplicate Task when Risk Score is Changes?

My Requirement is When Risk Form is Approved, Based on the Risk Score I want to create a task. Scenario 1: If Task Score is less than 50 & More than 25 then Only 1 task (Subject Name: High Risk ...
0
votes
1answer
97 views

Duplicate Username error in one sandbox but not in the other

I am trying to validate a change set and it's giving me a Duplicate Username error. The problem is that the same test passes in 2 other sandboxes. From my understanding if the same username is being ...
1
vote
1answer
83 views

Process builder custom duplication check

I've got an autolaunched flow which run whenever a Custom object adoption is created. The flow then links the adoption to a school, first by searching for one, and creating one if it doesn't already ...
1
vote
0answers
36 views

Salesforce to Salesforce with Duplicate Management: How to detect duplicate lead error?

I have S2S set up between two SF orgs (Source and Target). When a lead is created in the Source org then S2S creates it in the Target org. However, the Target org has Duplicate Management set up so ...
3
votes
1answer
133 views

Finding potential duplicates from contact record UI. Either using standard matching rules or an app

In my org I wanted to see potential duplicates contacts on contact record page itself. We are using Lightning Experience, so setup matching rules and added potential Duplicates showing section on UI ...