Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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Apex Trigger and Test to Not Insert Duplicate Records

I have a requirement where we will be using dataloader to upsert a number of records, and do not want to import records with matching Case_Id__c. I will be handling the update through flows since I am ...
0 votes
0 answers
26 views

Validation on account object if duplicate name is there don't allow to hit save button

So in my case duplicate account is not getting created but it is not throwing error. Apex class public class AccountController { @AuraEnabled public static string createAccount(...
0 votes
2 answers
41 views

How to set the matching rule for any 3 email fields matches?

I'm trying to de-dup the Contact or Lead in our instance based on 3 collected email fields and 1 customized field let's call it Field A. The rule is gonna be like, if any email cross matched: E.g. ...
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How to manage duplicates whith multiple managed packages integrations

In my org there are many managed packages(at least 4 - Hubspot, Apollo, Leadfeeder, Calendly), that can insert Contacts and manipulate them afterwards. Sometimes there is an issue with records ...
-1 votes
1 answer
27 views

duplicate creation on same unit shouldn't be allowed using flow

If contract is in Approved status, then New Contract creation on the same unit is not allowed. contract is lookup field for unit object. how can I achieve that using flow can any one give me basic ...
0 votes
2 answers
86 views

How to check if a particular record already exist in a record using apex class trigger

i am having some problem in solving a particular record. problem - Repeated Units should not be allowed to be created for same building. Error to be thrown as (Another Unit with same specs already ...
0 votes
1 answer
114 views

Existing Account flagged as Duplicate not being added to a duplicate record set

I am trying to achieve what I thought was a simple task: create a report displaying all Account records that have been flagged as duplicates. I created a duplicate rule, a matching rule, made sure ...
-1 votes
1 answer
54 views

Salesforce Duplicate Management - Duplicate rules order of execution

If we have more then 1 rule on 1 object and we will update the all the fields on which we have matching rules created then How do we determine the order rules fire, or whether we can get them all to ...
0 votes
0 answers
174 views

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 ...
0 votes
1 answer
124 views

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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0 votes
1 answer
32 views

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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53 views

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
76 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
64 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 ...
0 votes
0 answers
59 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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0 answers
50 views

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 ...
0 votes
1 answer
88 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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0 votes
2 answers
106 views

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
0 answers
172 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&...
0 votes
0 answers
34 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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0 answers
205 views

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
38 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 votes
0 answers
32 views

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 ...
0 votes
1 answer
2k 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
62 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
852 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
573 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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0 answers
116 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
164 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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0 votes
1 answer
337 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
60 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
63 views

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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3 votes
0 answers
174 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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0 votes
0 answers
283 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
365 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
206 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
314 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
348 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: ...
  • 1,448
3 votes
1 answer
1k 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
180 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
509 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
660 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
403 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
120 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
309 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
2 answers
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 ...
  • 5,762
0 votes
1 answer
180 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
39 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
70 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 ...

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