Questions tagged [duplicate-management]
For questions regarding duplicate management in your Salesforce Organization.
310
questions
0
votes
0answers
13 views
Leads created from WebtoLead are not identified as Potential Duplicates
I want duplicate Leads to be created from web to lead , however the Lead should be identified as Duplicate
What I have done ?
Created and activated the Duplicate Rule for Lead where Matching Rule is ...
0
votes
1answer
19 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 ...
2
votes
2answers
81 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.
...
0
votes
1answer
18 views
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?
0
votes
0answers
22 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, ...
0
votes
0answers
12 views
Salesforce Marketing Cloud > Landing Pages > Insert Error Message for Duplicate Registration on a Landing Page
Salesforce Marketing Cloud > Landing Pages > Insert Error Message for Duplicate Registration on a Landing Page...
I want to make my landing page return a message saying that the record is ...
0
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0answers
24 views
How to utilize MatchingRules in Apex to find all leads related to an account
Salesforce has a Matched Leads Component that can be placed on an account to show which leads match the account.
The problem is that the layout is not conducive to the work that my company needs to do ...
0
votes
0answers
19 views
DUPLICATES_DETECTED when creating a contact for the account [duplicate]
We have some accounts that start with "Business". And we already recorded their information in custom fields in the account object. Business first name, business last name, and email ...
0
votes
1answer
55 views
Potencial duplicates component on Communities
Is it possible to add the Potencial duplicates component to Lightning Communities?
1
vote
0answers
61 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 ...
2
votes
1answer
101 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 ...
0
votes
1answer
42 views
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 ...
0
votes
1answer
53 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 ...
0
votes
0answers
29 views
Potential Duplicate component inconsistent
I have some duplicate rules set up for accounts, but they have specific conditions to apply (the rules should only apply on specific account types). The rules are also set up to block on create and ...
0
votes
1answer
16 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 ...
1
vote
0answers
72 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 ...
1
vote
0answers
67 views
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. ...
1
vote
1answer
356 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 ...
1
vote
0answers
95 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>...
1
vote
1answer
105 views
Failed to update Salesforce account because of DUPLICATES_DETECTED error even with Allow setting in Duplicate Rule
I'm using JSforce to integrate Salesforce into my app. When I update a Salesforce account from my end via JSforce update function, it got DUPLICATES_DETECTED error because Salesforce considers this ...
0
votes
0answers
13 views
duplicate value found: <unknown> duplicates value on record with id: <unknown> Error when deleting a record
Have you experienced receiving this error when deleting a record? I googled but mostly of the related issue is during upsert or deployment. I disabled the duplicate rules, process builders, and no ...
0
votes
0answers
26 views
Best option for sending Accounts and Contacts to another org?
Currently I've designed an integration using a scheduled Batch Apex class and REST API callouts to sync certain Accounts and Contacts from one org to another org that represents the company's master ...
0
votes
1answer
76 views
Check if duplicate rule is enabled for sObject via Apex or API
I use Rest API to create a bunch of records users key in.
Sometimes, the subscriber orgs have duplicate rules enabled for the sObjects we use, and since the DuplicateRuleHeader is missing from REST ...
0
votes
1answer
174 views
Can't access MasterRecordId field when merging Cases
SUMMARY:
I am currently implementing Merge Cases functionality and need to be able to edit fields on the losing and winning record during this process. Looking at the documentation depending on ...
0
votes
1answer
52 views
Permission Set Cleanup - identifying duplicate permissions - AppExchange Product?
We have a 12 year old Salesforce org and we have not had the best governance around creating and assigning permission sets. We have numerous duplicate permissions - i.e. 'Transfer Record' System ...
0
votes
2answers
121 views
How To Check For Duplicates Using SOQL and Apex
I am currently developing a csv importer for our Salesforce to deal with our way of quoting items, and I am currently trying to make it so that if the product has been added in, it detects whether ...
0
votes
1answer
162 views
Prevent Duplicates Using Wrapper Class in Apex Class
Note* I am a beginner attempting to jump from level 1 to level 10 coding because there is no easy way to accomplish the task.
I need to prevent users from inserting duplicates of a custom object ...
0
votes
3answers
97 views
How to find all records where a textfield contains “04/06/2020” twice? [duplicate]
this is a bit of an odd one.
Say I need to find all Accounts where the textarea field "Notes__c" contains the text 04/06/2020 twice, how would I go about that? Ideally using Apex or Reports.
...
0
votes
1answer
112 views
How to deduplicate records in Salesforce using SOQL? [closed]
For some reason there are created duplicated records for certain custom object.
Some of these records are inserted (incorrectly) exactly 2 times.
Duplicated records have the same data in fields (...
0
votes
1answer
34 views
Check and not allow to create more than one record with similar start date
I have a custom object naming Time_Sheet__c having Start_Date__c (Date field) & End_Date__c (Date field) as two of its custom fields. Please help me with suggesting an Apex code to check the ...
3
votes
1answer
654 views
How to capture duplicate rules in apex
I have the following duplicate rule:
I have Allowed Action on create and Action on edit but when I try to create a duplicate account in apex, I get an error:
System.DmlException: Insert failed. ...
0
votes
2answers
62 views
How to store field values of merged record details in Salesforce
I have a requirement to merge different accounts in Salesforce. When record B is merged with record A, record B will be deleted and will be merged into A.
Is there any possiblity of storing the ...
0
votes
1answer
147 views
Fuzzy not working for lead company name
I created a matching rule and duplicate rule regarding lead company name and i tested by creating records
with company name as test and test data The record is saving without showing any duplicates ...
1
vote
0answers
29 views
How to use DuplicateRecordSet field: SobjectType
According to the documentation, DuplicateRecordSet there is a field SobjectType, however, after running the following code in Execute Anonymous, it doesn't appear that this field exists...
Map<...
0
votes
0answers
122 views
findDuplicates size() always 1 - how to prevent duplicates on accounts created from a trigger on a custom object
When a custom object record is created, I'd like to create a personAccount from that record's field values, but I also don't want to create duplicates. I'd like to use the standard duplicate / ...
0
votes
0answers
17 views
Managing preferences for multiple unique subscribers with the same e-mail address
This is in reference to the SFMC function of Dedupe subscribers. A previous post says "that SFMC de-dupes by Email Address, not Subscriber Key. So if you have the same email address with multiple ...
1
vote
1answer
553 views
Duplicate Warning - Fire a warning on duplicate records
I am quite new to Salesforce.
I have a Custom_Object__c, and community users can create records for this object. A duplicate rule is also set up for this object (Let's say : it compares ...
2
votes
1answer
73 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
13 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
146 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
47 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
108 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
34 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
144 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
53 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
1answer
27 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
297 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
143 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
120 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
40 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. ...
