Questions tagged [duplicate-management]
For questions regarding duplicate management in your Salesforce Organization.
0
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0answers
11 views
Removing duplicate (same email ids) records in Pardot
Is there a way to remove duplicate (same email ids) records in Pardot?
1
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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 ...
0
votes
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), ...
0
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0answers
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 ...
0
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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 ...
1
vote
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:...
0
votes
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 ...
0
votes
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.
...
0
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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 ...
3
votes
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 ...
0
votes
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
vote
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:
...
1
vote
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 ...
0
votes
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 ...
1
vote
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 ...
-1
votes
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()&...
1
vote
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
vote
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 ...
0
votes
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)
{
...
0
votes
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
votes
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
vote
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 ...
-2
votes
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, ...
0
votes
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)
0
votes
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
votes
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 ...
0
votes
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 ...
0
votes
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
votes
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 ...
1
vote
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
vote
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
votes
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
vote
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
votes
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 ...
0
votes
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 ...
0
votes
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
vote
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(...
0
votes
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
vote
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 ...
0
votes
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 ?
0
votes
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 ...
1
vote
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
vote
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
votes
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
vote
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
votes
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
votes
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
votes
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 ...
0
votes
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) ...
