Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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1answer
42 views

How to deduplicate records in Salesforce using SOQL? [closed]

For some reason there are created duplicated records for certain custom object. Some of these records are inserted (incorrectly) exactly 2 times. Duplicated records have the same data in fields (...
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1answer
25 views

Check and not allow to create more than one record with similar start date

I have a custom object naming Time_Sheet__c having Start_Date__c (Date field) & End_Date__c (Date field) as two of its custom fields. Please help me with suggesting an Apex code to check the ...
2
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1answer
46 views

How to capture duplicate rules in apex

I have the following duplicate rule: I have Allowed Action on create and Action on edit but when I try to create a duplicate account in apex, I get an error: System.DmlException: Insert failed. ...
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2answers
28 views

How to store field values of merged record details in Salesforce

I have a requirement to merge different accounts in Salesforce. When record B is merged with record A, record B will be deleted and will be merged into A. Is there any possiblity of storing the ...
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1answer
41 views

Fuzzy not working for lead company name

I created a matching rule and duplicate rule regarding lead company name and i tested by creating records with company name as test and test data The record is saving without showing any duplicates ...
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0answers
20 views

How to use DuplicateRecordSet field: SobjectType

According to the documentation, DuplicateRecordSet there is a field SobjectType, however, after running the following code in Execute Anonymous, it doesn't appear that this field exists... Map<...
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0answers
25 views

findDuplicates size() always 1 - how to prevent duplicates on accounts created from a trigger on a custom object

When a custom object record is created, I'd like to create a personAccount from that record's field values, but I also don't want to create duplicates. I'd like to use the standard duplicate / ...
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0answers
7 views

Managing preferences for multiple unique subscribers with the same e-mail address

This is in reference to the SFMC function of Dedupe subscribers. A previous post says "that SFMC de-dupes by Email Address, not Subscriber Key. So if you have the same email address with multiple ...
1
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1answer
53 views

Duplicate Warning - Fire a warning on duplicate records

I am quite new to Salesforce. I have a Custom_Object__c, and community users can create records for this object. A duplicate rule is also set up for this object (Let's say : it compares ...
2
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1answer
24 views

Duplicate Cases while responding through outlook

I Have configured email-to-case. there is one support distribution group. there are three members(A,B,C) in the group and Email-to-Case address. when a customer sends an email to this distribution ...
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0answers
12 views

Show duplicate accounts on case page

Is there a way to show duplicate accounts on Case page? Based on the value in 2 fields (1 custom field Brand, and the account Email field) So if a case is open on one account, and in the system there ...
2
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0answers
61 views

Duplicate management: Insert Account Id of duplicate record in API REST Response

I'm planning to integrate an external website with Salesforce. In Salesforce I used Matching and Duplicate rules in order to block the creation of new duplicated PersonAccount and those rules work ...
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0answers
34 views

Merge Duplicate Contacts

So I have Salesforce system that was implemented 6 years ago and sits ontop of a extremely old sales system. When implemented it was built in a way that it creates duplicate contacts on different ...
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2answers
52 views

Execution order of multiple Duplicates rules on an Object

I have two active duplicate rules on Account object. Is there a particular order in which they are executed? or is it random? If a record is marked as "duplicated" by a Duplicate Rule, this record ...
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1answer
28 views

Merge Statement on Duplicate Leads/Contacts

We currently have a web form that connects to leads in Salesforce - The issue with this is that we are finding that we have contacts with the same email address/similar names. It is possible in apex ...
1
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1answer
60 views

Upsert causes custom and standard Duplicate Rules to fire

Could you help me understand why does my duplicate rule is firing upon insert? This is the controller: Boolean idExists = false; List < Lead > leads = [SELECT Id, Name FROM Lead WHERE Email =: ...
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0answers
31 views

Replicate “Merge Contact” Related List button behavior on Account Detail Page in Lightning

We are migrating to Lightning from Classic, we found that "Merge Contact" button is not available in Lightning on Account Page. I see that there is standard component Named "Potential Duplicate", ...
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0answers
13 views

Duplicate records don't come in Duplicate Record Set Immediately

If I create a Duplicate Record and go to the Duplicate Record Set which is created for a particular Duplicate Rule then I don't get the newly created duplicate record in the Duplicate Record Set/Item. ...
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1answer
23 views

Webservice is allowing duplicate record creation

I have below piece of code in web service apex class. If account is found with given emailId then I am updating the account, if account is not found with emailId then I am creating new account record. ...
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1answer
80 views

Create a Trigger to merge Leads if the Email already exists on a Lead

I have multiple Web-to-Lead forms that gather information for different fields. I want to store all the info under one lead, with the email address being the key. I want to create a trigger to query ...
2
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0answers
28 views

how to deduplicate millions of records of custom objects [closed]

In an org of a client we have about 170 million records of mostly custom objects, with some single custom objects having as much as 70 million records on their own. The problem is that for about 10 ...
1
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1answer
66 views

Lead Trigger and lead.addError()

I have this problem with triggers: We have integration with our backoffice to receive leads. Unfortunately, we can't change this integration. It sends the leads when when it shouldn't. On insert if ...
1
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1answer
34 views

At which level do duplicate rules work?

I'm trying to prevent the insertion of duplicate records from concurrent transactions. FOR UPDATE does not seem like a good candidate because the records are not updated, so there is nothing to lock. ...
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4answers
385 views

Mobile Push Demographics data shown multiple device ID for one contact in SFMC

I found that my contact ID in SFMC had shown multiple device ID in Mobile Push Demographics data. In actual, I only have 2 active device, but why in SFMC shown 4 device ID, and 3 of them are still ...
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0answers
17 views

AgentWork object

I am working with the AgentWork object, the thing is several AgentWork are being created with the same WorkItemId, when its status changes. My doubts are: First, I do not understand why several ...
2
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2answers
92 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
22 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
20 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
21 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%' ...
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0answers
54 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
126 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
18 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
76 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 ...
4
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1answer
128 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 ...
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0answers
33 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 ...
1
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0answers
24 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
18 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 ...
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2answers
29 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
78 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
56 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-...
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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
34 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
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1answer
18 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
111 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
99 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
208 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
184 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
66 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
64 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 ...

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