Questions tagged [duplicate-management]
For questions regarding duplicate management in your Salesforce Organization.
287
questions
2
votes
1answer
16 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 ...
0
votes
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
votes
0answers
40 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 ...
0
votes
0answers
30 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 ...
4
votes
2answers
48 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 ...
0
votes
1answer
27 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
vote
1answer
51 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 =: ...
0
votes
0answers
27 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", ...
0
votes
0answers
12 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.
...
0
votes
1answer
20 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. ...
0
votes
1answer
47 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
votes
0answers
26 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
vote
1answer
55 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
vote
1answer
33 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. ...
0
votes
4answers
242 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 ...
0
votes
0answers
15 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
votes
2answers
67 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:--"
...
1
vote
0answers
21 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
votes
1answer
19 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
votes
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%'
...
0
votes
0answers
39 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
votes
0answers
64 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 ...
0
votes
0answers
16 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
votes
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
votes
1answer
59 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 ...
3
votes
1answer
90 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 ...
0
votes
0answers
16 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
vote
0answers
22 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
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 ...
0
votes
2answers
23 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
64 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
46 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
29 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
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
votes
0answers
83 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
84 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
136 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
139 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
49 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
61 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
92 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
410 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
95 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
57 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
101 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
220 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
182 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
15 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
37 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 ...
