Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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Account Matching Rule Account Name exact doesn't work

I have created this matching rule for the Accounts: (Account: NameEXACTMatchBlank = FALSE) OR (Account: PhoneEXACTMatchBlank = FALSE) OR (Account: VAT_NumberEXACTMatchBlank = FALSE) OR ((Account: ...
Mónica's user avatar
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Faster Duplicate Merging

Merging a duplicate account in Salesforce can be a pain when there are a lot of contact associations. Does anyone have a method for making this faster? For example, bulk removing contact associations ...
David Johnson's user avatar
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1 answer
34 views

Prevent the merge of Contacts from different accounts

I have created a validation rule to prevent the merge of Contacts from different Accounts, but I get this error: AND( NOT(ISBLANK(PRIORVALUE(AccountId))), NOT(ISBLANK(AccountId)), PRIORVALUE(AccountId)...
Mónica's user avatar
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1 answer
20 views

Existing data duplication clean up help

I'm trying to de-duplicate existing data in SF. I've created and activated matching rules and duplicate rules and checked off reports, yet there is nothing on the "Duplicate Contact Records",...
RR54's user avatar
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Duplication Rule with Odd Behavior in Salesforce Flow

I am experiencing some odd behavior with a salesforce flow I have built. I have two questions regarding this. First, I have a duplication rule that is preventing new records from being created in my '...
Luke Sharon's user avatar
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1 answer
54 views

Query Returning Duplicates

Goal: Query all emails sent for particular emails with the contact information and bounce information for each. Issue: Query results contain duplicate records. Question: How can I modify the query so ...
MarquezMoore's user avatar
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1 answer
155 views

Duplicate/Match Rules - Exact Match on Custom Text Field Showing Inaccurate Error Results

Scope: We needed a way to alert a user of a duplicate when creating a new record and when editing an existing record to meet values where we would consider it a duplicate. Field Types we want to ...
Alexis Frisch's user avatar
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0 answers
18 views

Why is my new active duplicate rule not taking precedence over an older and now deacivated duplicate rule?

I'm attempting to use Contact merge app with the non-profit success pack, however upon using contact merge, duplicate contacts appear with the duplicate rule ID being "Name and DOB check". ...
Melted Element's user avatar
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1 answer
100 views

SOQL query not working with GROUP BY in semi-join

Why is this SOQL query not working? I'm trying to retrieve duplicate accounts, by I need the Id for each specific account that's why I didn't just use the subselect query which would give me a grouped ...
Hebano Duffrayer's user avatar
0 votes
1 answer
104 views

How to insert related record when DUPLICATES_DETECTED error is thrown from Salesforce Matching Rule?

I have a requirement to insert CampaignMembers whenever a duplicate Lead is identified. The duplicate check for all Leads of all Lead sources is handled via Standard Duplicate rule. This rule needs to ...
Apex Srinivas's user avatar
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2 answers
130 views

Custom Setting generates duplicate records

I have a custom setting that has a number field, which is used to generate registration numbers for my Account records. I am incrementing the custom setting field everytime a new record is inserted. ...
Subhodeep Sarkar's user avatar
1 vote
1 answer
108 views

How to relate the duplicate records to the input records using the Datacloud.FindDuplicates.findDuplicates Apex API?

This FindDuplicates Class has a findDuplicates method that returns existing duplicate records (rom the database) for one or more input records (that are not in the database): List<Datacloud....
Keith C's user avatar
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Duplicate rule doesn't work in production

In the sandbox, I created the duplicate rule and matching rule and it works properly. But the same that i was created in production is not working. Sandbox Production
Jas's user avatar
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1 answer
117 views

Remove duplicates from an array built in SSJS

I'm using SSJS to pull api data and build emails. I have an array built that has some duplicate data in it. I'm looking for anyway to remove the duplicate information. I've tried all the regular JS ...
Jason G's user avatar
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1 answer
26 views

DemandTools Modify Select Records Criteria with Contains and leading space

I'm building out a modify to my Accounts object with DemandTools. We have record types for People (Households) and Businesses/Churches (Organizations) - I'm trying to change some businesses with INC ...
Roger C's user avatar
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1 answer
254 views

Existing duplicates not shown in report after enabling duplicate and matching rule

The duplicate report is slowing only the duplicates which are inserted or modified after enabling duplicate rule and matching rule. It is not showing existing duplicate. Could anyone let ne know how ...
Sravanthi's user avatar
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1 answer
472 views

duplicate rule only working for System Admin not for other profiles

I have created a duplicate rule with the below matching criteria: (Account: Apart_NumEXACTMatchBlank = TRUE) AND (Account: MailingStreetFUZZY: STREETMatchBlank = FALSE) AND (Account: MailingCityFUZZY: ...
Ravinder's user avatar
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1 answer
99 views

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 ...
Kotaro Sai's user avatar
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0 answers
178 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(...
Shivam Mishra's user avatar
1 vote
2 answers
534 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. ...
TttWong's user avatar
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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 ...
Michał Piątek's user avatar
-1 votes
1 answer
28 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 ...
Mr- Roman's user avatar
0 votes
2 answers
730 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 ...
Mr- Roman's user avatar
0 votes
2 answers
735 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 ...
markwilland's user avatar
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1 answer
223 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 ...
Nikhil Kumar's user avatar
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1 answer
565 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 ...
Toris's user avatar
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1 answer
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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 ...
Yami's user avatar
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0 votes
1 answer
204 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 ...
Andrew C's user avatar
3 votes
0 answers
65 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 ...
Maya Pavlova's user avatar
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0 answers
110 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 ...
Rajendra Singh Nagar's user avatar
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1 answer
607 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 ...
Vlad's user avatar
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2 answers
433 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' ...
Devesh's user avatar
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2 votes
0 answers
473 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&...
naptownbrown's user avatar
1 vote
0 answers
41 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 ...
compski's user avatar
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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 ...
Craig Rowland's user avatar
0 votes
1 answer
4k 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<...
Irfan 's user avatar
0 votes
1 answer
191 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 ...
Andrew Jones's user avatar
3 votes
1 answer
2k 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 ...
Sander de Jong's user avatar
0 votes
1 answer
49 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 ...
LT888's user avatar
  • 27
0 votes
1 answer
902 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 ...
Jay Rizzi's user avatar
  • 455
4 votes
1 answer
286 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 ...
cropredy's user avatar
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0 votes
1 answer
1k 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 ...
Brig Larimer's user avatar
0 votes
1 answer
99 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 ...
spal's user avatar
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-2 votes
1 answer
123 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 ...
user75937's user avatar
  • 299
3 votes
1 answer
309 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 ...
Dave's user avatar
  • 61
0 votes
0 answers
420 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 ...
Vertical Sunlight's user avatar
0 votes
2 answers
923 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 ...
Oupat's user avatar
  • 723
0 votes
1 answer
417 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 ...
Bodé's user avatar
  • 1
2 votes
1 answer
527 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 ...
Cuban coffee's user avatar
  • 1,532
2 votes
1 answer
688 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: ...
Pavan tej's user avatar
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