Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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Duplicate rules are running after flow updates

I am creating a Account ,duplicate rules are firing, no matches are found, flow is updating a field ,again duplicate rules are firing, now a match is found, record creation is stopped with below error ...
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1 answer
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How to handle and get duplicate values after receiving the duplicate value error message

I'm working on a batch that inserts members to a campaign, the insertion is done with a csv file. Now i have been trying to handle any duplicate values as well, to avoid errors but mostly i would like ...
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1 answer
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Duplicate in list

I am trying to update SObject record depending on the crtieria, id it matches create a SObject variable and adding values and then finally adding this into a List.When a match is found the Sobject ...
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How to create (formula?) field in Account that pulls through a field from Duplicate Record Set object

I have a Roll-Up Summary field that I created in my Duplicate Record Set object that returns a Date, and I'm trying to create a field on the Account object that returns the value of that Roll-Up ...
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1 answer
37 views

Salesforce Data Entry Journey is created duplicated subscriber keys - Is there a way to fix this?

We have a journey that uses Salesforce Entry Data as the event to get into the journey. Our salesforce contacts are already synched in our system. The journey is working but it is creating new ...
3 votes
0 answers
62 views

Reporting on Duplicate Contacts [duplicate]

I'm trying to figure out a way to build a report/query to show duplicate contacts by phone/email. The idea is to check if there are duplicate records with the same phone, but different email and vice ...
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49 views

How to remove duplicate value in an salesforce custom object

KYC is a custom object, Kyc is having a lookup with account and lead. I have written 2 triggers to create KYC records one on the lead and another on the account. Now when the lead is created KYC ...
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Duplicate rules on large data volume

As per Salesforce docs, "In an org with many records, duplicate jobs can fail.". But is there any guidelines on counts? src: Things to Know About Duplicate Jobs Will it be good to use below ...
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1 answer
37 views

Acknowledging duplicate rule alerts when creating records via REST

I am inserting multiple Account records. The default SF duplicate rule finds duplicates. When it is kind of correct, in reality they are not duplicates and we need to ignore the rule. In the duplicate ...
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2 answers
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On updating, it shows System.ListException: Duplicate id in list: 0015j00000eFggSAAS

I am having this exception on after update trigger on updating any MailingState field of contact object. I want to update the value of Contact's 'MailingState' field to the Account's 'BillingState' ...
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2 votes
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49 views

Can I use exclusively declarative automation to merge records?

I am working to build an automated process that will find two records that meet a set of criteria and merge the two records. It seems like in a perfect world, there would be a pink "Merge records&...
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25 views

Remove duplicates from two columns SQL

Hello I have two columns which have duplicates. Order_id I have selected ONLY people with more than 1 order but also it appears that there are still duplicate EMAILS I only want 1 entry for an email, ...
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Allow only 1 profile to Merge Accounts

Use Case: Only users from a profile 'CSX' should have the ability to Merge Accounts. No matter who owns the Acount, when Accounts need to be merged only this profile can Merge the records. Security ...
1 vote
0 answers
30 views

How to show Duplicate Records to users who do not own that record?

Problem Statement: I have users operating in different countries. They will create leads specific to their own countries. However if someone in Australia creates a Lead with Lead Name = 'Amazon' for ...
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0 answers
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Check for duplicates on Junction Object [duplicate]

I have a new custom object that I want to prevent duplicate records from being saved in. It is a junction object with two master/detail lookup relationship fields. A "duplicate" in my case ...
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1 answer
750 views

System.DmlException: Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Duplicate actives is not Allowed : []c

apex class public with sharing class BringEmployeesAble { public List<Project_skill__c> contactList {get;set;} public BringEmployeesAble(){ this.contactList = new List<...
0 votes
1 answer
34 views

How to retain the create date of a deleted Lead record after merging

What I would like to achieve via automation is to record the created date of the latest record on the retained record after merging. Example: A new lead comes in on 01/01/22 and a duplicate lead is ...
2 votes
1 answer
395 views

How to temporarily disable duplicate detection with flows?

Salesforce is gradually pushing us to replace workflows and processes with flows. But: workflows have a special property that processes and flows don't have. I refer to Salesforce's Order of Execution ...
0 votes
1 answer
41 views

How to reproduce unique record based on a field value (date, account code) on data extension [closed]

Lets say I have rows of sends on contacts on a data extension. These contacts can have the same value on the column Event Date, name and account code This data extension would be like that : Contact ...
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0 votes
1 answer
340 views

Prevent Duplicate records on object in salesforce during batch job and keep running

Ok the situation i have is I have a nightly batch job that reads all picklist items and then puts them into an object so we can offload them to a data warehouse If the item already exists (combo of ...
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77 views

Bulk API Inserting Duplicate Records with exact same CreatedDate

I have an object called "Primary Insurance". It has a field called "Primary Insurance Name" that is a text field. The text field value can be "Prospect Humana Split". I ...
4 votes
1 answer
122 views

Inconsistent behavior of setting DmlOptions - DuplicateRuleHeader

Per the Apex doc - you can set DMLOptions either on the sobject directly or via the dmlOptions parameter of the Database.XXX methods You can specify DML options for insert and update operations by ...
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1 answer
152 views

Is it possible to force duplicate rules to run against a record in apex?

I've run into a sticky situation for a client in which they are unable to run a duplicate job broadly in their org without it failing due to it being a HUGE org with tens of millions of records. This ...
0 votes
1 answer
51 views

FindDuplicatesByIds Class

I am reading through the 'FindDuplicatesByID Class' documentation, and have a general question. When I run the example code given, I am triggering the 'System.debug('Found duplicates') line because ...
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-2 votes
1 answer
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Best app to find duplicates [closed]

There are 300,000+ Accounts and 1,000,000+ Contacts . I need to find duplicate Accounts where names can be not exactly matching and might require Fuzzy logic . Later I would need to merge those ...
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1 vote
0 answers
87 views

isAllowSave always returns false

I've been unable to find good documentation or examples of the isAllowSave() method on FindDuplicateResult class. Salesforce documentation states that isAllowSave, "Indicates whether the ...
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23 views

Duplicate Management

I have a duplicate rule and two matching rules on Lead (Screenshot below) I have an existing record for Person Account with FirstName = John LastName = Doe When I create a Lead with same first name ...
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180 views

Contact deletion error: duplicate value found: <unknown> duplicates value on record with id: <unknown>

As the title states, I get this error message when attempting to delete certain contacts: duplicate value found: duplicates value on record with id: There are questions/google search results for ...
0 votes
1 answer
178 views

Duplicates account not displayed in the report

Hello, I disabled the standard account duplicate rule because it shows accounts which has no duplicate records. I created a new matching rule based on the exact account name and I created a duplicate ...
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0 votes
1 answer
138 views

Updating the same field twice in the same transaction

Does anyone have any suggestions on ways to set a boolean field to TRUE then set the same field to FALSE within the same transaction? I'm attempting to Bypass Duplicate Rules using a checkbox at the ...
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1 vote
1 answer
227 views

Remove duplicate rules using sfdx

I need to remove the standard duplicate rules before deploying all my metadata into my scratch org. I am deploying my own duplicate rules so now the standard ones are useless. For production and other ...
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2 votes
1 answer
240 views

Run FindDuplicates method to check a specific duplicate rule

I have a requirement to find duplicates based on the company name matching against the account name for all the accounts when a lead will be pushed into sfdc. So I have set up the below logic: ...
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2 votes
1 answer
796 views

How do I create Duplicate/Matching Rules through Apex code for an Apex test class?

I recently wrote an API to implement Account/Contact Duplicate/Matching rules for a connected app. It all works fine. It does the same thing that Salesforce does for these rules. It pretty much ...
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0 votes
1 answer
127 views

Should I assign a formula field to text field in flow before the record is saved or after the record is saved?

I need to add Checkbox and Date field to matching rules - but Salesforce don't support such functionality - but I can add a text field to Matching rules So I want to create a flow which will take a ...
0 votes
1 answer
393 views

Merge identical records with batch apex, turn not identical fields in said records into a multipicklist

I'm a novice and this is my first post here so I apologize if im doing this wrong I have a requirement where i need to use batch apex to: Merge records with the identical fields "Name" and &...
1 vote
0 answers
478 views

get duplicate contact and account records on lead convert by apex

I have a custom lead covert functionality in apex. I am using salesforce provided lead convert methods to convert lead. With this i also have duplicate rules for Accounts and Contacts. The issue here ...
0 votes
1 answer
271 views

How to setup matching rules and duplicate rules to check for email on 2 fields?

So, we have 2 fields on contact and lead: Email Alternate Email To make sure they are not the same on the record, a simple validation rule is enough. However, we want to disabled creating other ...
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1 vote
0 answers
78 views

Duplicate matching Business & Person accounts

Is it possible to implement a functioning duplicate rule across Business & Person accounts? I created a Matching_Name__c field on Account and a matching rule to look for an exact match of this ...
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0 votes
0 answers
214 views

Duplicate Rule does not block Contacts with the same email

In our Salesforce org, the duplicate rules to block a user from creating a Contact with the same email as another Contact are quite flaky. About .02% of our Contacts are duplicates as a result of ...
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2 votes
1 answer
2k views

Record has no potential duplicates but duplicate record set still exists

I have a duplicate rule on Account that is triggered matching of a field. Once the duplicate rule runs, it identifies two accounts with the same field value as duplicate and a duplicate warning on the ...
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0 votes
1 answer
108 views

Catch22 with almost-duplicate contacts (not recognized but can't change) [closed]

I have pairs of Contact records that ought to be merged. The dupes are obvious to humans (e.g. if one is Fred Hampton, the other might be Hampton Frederick or FredHampton FredHampton), but SF says We ...
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0 votes
0 answers
37 views

salesforce toolkit php create duplicate records

I am using salesforce toolkit PHP to create an Opportunity. Everything works great but I random duplicate record creation which is driving me crazy. Does anyone know how to fix this problem? I can't ...
0 votes
0 answers
54 views

Duplicate Rules

I have a duplicate rule that was recently created and I would like to know what would be the best process to run that rule against all the Account records in my org. The reason being I’m seeing a lot ...
0 votes
1 answer
329 views

Allow only one record where two lookup fields match another

I'm trying to prevent duplicate records from being created. I have an application object with two relevant fields that looks like this: Application__c: Applicant (Lookup(User)) School (Lookup(...
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2 votes
1 answer
144 views

config vs code for matching/duplicate checking

If I'm inserting records, it's really easy to query to see if another record already exists with the same values in a before trigger. Code like this has worked for me: private static Map<String, ...
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0 votes
1 answer
420 views

SFMC - SMS Data Extension, having multiple of the same mobile numbers (different Subscriber Key) in the DE - only sends to ONE of the duplicates [duplicate]

EDIT: Duplicates in sendable DE for MobileConnect is not a duplicate of my question. I recognize that this is a limitation of SFMC and am inquiring about any known workarounds. The linked question ...
0 votes
1 answer
187 views

De-duplicating emails before send

I am trying to write a query to avoid duplicate emails being sent out. I am using contact ID as subscriber key, so multiple contacts can share the same email address across the DB. I do not want to be ...
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1 vote
0 answers
487 views

Duplicate Rule does not apply when condition is fulfilled only after update

I have a custom object with the following fields: active__c (Checkbox) value__c (Text) I want to make sure there are no two active records that have the field value__c populated with the same data, ...
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0 votes
1 answer
38 views

Match Ownership in Duplicate Leads

This is my first question here. I'm working with a company that allows duplicate leads, but they want all the duplicate leads to have the same owner. I'm trying to write a before insert, before update ...
1 vote
1 answer
2k views

How to capture duplicate rules in flows?

one of the steps of my flow is to create a contact. The users enter in the interface all the details and click next, my flow then tries to save the contact; however, if salesforce detects a duplicate ...
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