Questions tagged [duplicate-management]
For questions regarding duplicate management in your Salesforce Organization.
262
questions
0
votes
0answers
18 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 ...
0
votes
0answers
10 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 ...
0
votes
2answers
18 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
votes
0answers
33 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
29 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-...
0
votes
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
votes
0answers
21 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
votes
1answer
15 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
votes
0answers
20 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
votes
1answer
46 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
votes
2answers
60 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
58 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
votes
1answer
32 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
votes
2answers
50 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 ...
1
vote
2answers
58 views
How to set Email Address as Primary Key on a Salesforce Campaign Entry Source Data Extension
I've created a journey using the Salesforce Campaign entry source. The entry source will enter records from 3 different SF campaigns.
There's a possibility there will be duplicate emails in each ...
0
votes
2answers
139 views
Duplicate Management in Lightning - Matching Rules vs Duplicate Rules
In Salesforce Classic experience, we can manually search for duplicate records and pick and choose which ones we want to merge. In Lightning, however, this is not possible, and only records identified ...
0
votes
0answers
58 views
SOAP DuplicateRuleHeader allowSave Duplicate Request Body
After researching, it appears that the SalesForce REST API unfortunately doesn't have an equivalent allowSave option for overriding duplicates that the SOAP API has. I'm writing a Python client that ...
-3
votes
1answer
56 views
Avoid Duplicates name [closed]
Here how can avoid duplicate lastname
trigger ContactNamesOnAccount on Contact (after update, after insert) {
Set<id> accIdList = new Set<id>();
for(Contact con : Trigger.new){
...
0
votes
1answer
74 views
Updating Accounts shows: duplicate value found: <unknown> duplicates value on record with id: <unknown>
I am Trying to update one Field in Account using postman but it's not letting me update it. I also Turned off history tracking for an Account. I have given full access to my app in Salesforce.
eg
...
3
votes
1answer
128 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
79 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
votes
0answers
14 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
votes
0answers
36 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
37 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
36 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
94 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
votes
2answers
47 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
111 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
176 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
254 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
51 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
36 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
30 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 ...
-2
votes
2answers
105 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
35 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....
2
votes
1answer
481 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
61 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
289 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
40 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
80 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
31 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
25 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
1answer
278 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
63 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 ...
2
votes
0answers
118 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
134 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
316 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
173 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
44 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
174 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 ...
