Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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37 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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21 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: ...
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1answer
74 views

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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27 views

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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1answer
32 views

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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1answer
56 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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0answers
83 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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1answer
19 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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21 views

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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49 views

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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23 views

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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1answer
174 views

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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1answer
49 views

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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23 views

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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19 views

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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37 views

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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44 views

Subject information duplicates whenever customer replies to email-to-case

I'm working with email-to-case and this request I've been struggling with is that our client did not want the thread id on the subject anymore, so I've only left it on the body instead, but now...and ...
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1answer
39 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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64 views

Error EntityInfo of EntityObject cannot be set to null

I get the following error message: EntityInfo of EntityObject cannot be set to null when my apex test gets to this code: Datacloud.FindDuplicatesResult[] results = new List<Datacloud....
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1answer
59 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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1answer
71 views

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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1answer
50 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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0answers
83 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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1answer
31 views

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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0answers
39 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 ...
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1answer
657 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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2answers
215 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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1answer
22 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?
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82 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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1answer
101 views

Potencial duplicates component on Communities

Is it possible to add the Potencial duplicates component to Lightning Communities?
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0answers
189 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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1answer
360 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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1answer
52 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 ...
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1answer
156 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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1answer
28 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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0answers
182 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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0answers
130 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. ...
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1answer
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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0answers
225 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
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1answer
211 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 ...
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0answers
81 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 ...
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1answer
166 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 ...
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1answer
394 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 ...
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1answer
129 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 ...
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2answers
557 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 ...
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1answer
331 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 ...
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3answers
124 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. ...
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1answer
268 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 (...
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1answer
74 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 ...
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1answer
2k 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. ...

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