Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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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 ...
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49 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 ...
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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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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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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 ...
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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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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 ...
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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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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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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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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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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 ...
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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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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 answer
131 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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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
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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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Case is not closing because of duplicate account error

I've added a account duplicate rule which will notify about the existing account but won't stop the sales managers to create accounts. However, cases are refusing to close because of that. Can anyone ...
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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 ...
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219 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 &...
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1 vote
0 answers
306 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 ...
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117 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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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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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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Prospects already assigned in Salesforce are getting assigned to new users in Pardot

We're a fresh Pardot group. We are having issues where a contact/lead is already in Salesforce, and when they fill out a Pardot form, it appears that Pardot finds the duplicate record, but assigns it ...
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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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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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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 ...
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Duplicate Record Set not Automatically creating the records

We have duplicate rule activated in our Sandbox Org that matches F/N and L/N of contact and I also created a Custom report type to show Duplicate Record set and Record items. We want to get report of ...
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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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173 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
99 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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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 ...
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82 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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268 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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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 ...
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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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2 votes
2 answers
346 views

Find duplicate records of Account/Lead but without insert

I'm wondering if I can use the duplicate management rules to find duplicate account/Lead records but if the provided (via API) record does not have a duplicate, then I don't want to insert a record. ...
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  • 137
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Duplicate Rule is causing trigger updates to fail?

Duplicate Rule is causing trigger updates to fail(DML exception stack trace is showing duplicate failure). even allow is given at duplicate rule level. Any suggestions or solution?
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133 views

Find duplicate account and contact records when converting via Apex

I am converting leads through a HttpPost method and using the Database.LeadConvert class for conversion. After conversion I am working the opportunity and not with the contact or the account; however, ...
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1 answer
167 views

Potencial duplicates component on Communities

Is it possible to add the Potencial duplicates component to Lightning Communities?
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1 vote
0 answers
273 views

Contact duplicate rule condition is not working on Lead convert (Apex)

I have written custom Lead Convert apex class and vf page. I have a duplicate rule "active" on contact. The issue i am facing - When i try to convert a lead, contact duplicate rule's ...
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2 votes
1 answer
545 views

Hitting Standard Duplicate Rule

I'm playing with a trigger exercise, that consists of creating a trigger to create 10 Opportunities whenever a account with more than 100 employees are created. I made the following: trigger ...
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Allow search on Account without Read access (Private OWD)

So I've come across a requirement which require us to set the Account OWD to private, but users still need to be able to search for an account so that they know if it exists in the org or not. Kind of ...
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1 answer
242 views

Fire Duplicate Rules on list of brand new Contact records to be inserted in apex

I am facing one issue that even if Duplicate Rule is defined on the Contact Object still I am able to insert duplicate Contact records in bulk from apex. This is because the contacts which I am trying ...
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  • 494
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1 answer
41 views

Get DuplicateRule action from API

The out of box Datacloud Apex classes gives lots of detailed info about why duplicates have occurred. One such item is the developer name of the executed duplicate rule that returned duplicate ...
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1 vote
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449 views

How to Deploy Inactive Duplicate and matching rule

Before Data migration, we perform some pre-steps to migrate the data (data from source to destination Should be same) Deactivating duplicate and matching Rules is one of the steps we perform as the ...
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Using Standard Duplication Rules with REST API

I am using the below code to find the duplicate contact using the duplicate rules setup in the org : Need Suggestion, as to how to find the relation between the payload and matched contacts array. ...
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2 votes
1 answer
1k views

I cannot get the workaround for the Process Builder - Duplicate Management bug working

There is this incredibly frustrating bug concerning a conflict between the Process Builder and Duplicate Management. Some people have suggested a workaround for it, but I can't get it to work, the ...
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1 vote
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383 views

Deactivating duplicate rules then redeploying as active does not activate duplicate rules

I ran into this situation: I have duplicate rules in a sandbox. I deactivated them manually. In my local code repository, I have the duplicate rules version controlled in package.xml: <types>...
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