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Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

99 questions with no upvoted or accepted answers
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9
votes
1answer
304 views

Is Duplicate Management detecting duplicate records inside a bulk dml transaction?

I'm getting a really weird behavior from the new Duplicate Catcher in Salesforce. It seems like sometimes, the standard Duplicate Catcher will catch duplicate when doing a bulk operation, but some ...
7
votes
0answers
206 views

DuplicateRecordSet records not created in unittests?

Ok, so I have some code that will segment the duplicate record sets generated by the system. To give an example, in case all contacts of a duplicate record set are of a certain type, it goes to team X ...
6
votes
1answer
117 views

Duplicate management: Matching records with filled in value vs empty value

Looking for some bright minds who maybe see a workaround for my problem: We want to use the standard matching rules to identify potential duplicate contacts. An issue that keeps coming back is: we ...
3
votes
1answer
1k views

Is the Potential Duplicate Standard Component also for Custom Objects on the roadmap?

I found that there is an Potential Duplicate Lightning Component (Standard) available for Lead, Accounts and Contacts. The components has also a merge process build in. This is very nice and important ...
3
votes
0answers
399 views

Duplicate Management - Packaging Matching Rules

Matching Rules and Duplicate Rules are a new feature in Salesforce. I see that matching rules can be pulled as metadata xml, but I can't find any documentation about packaging them. Can matching ...
2
votes
0answers
121 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 ...
2
votes
0answers
237 views

Suppressing contacts from Data Extensions where multiple ID's exist?

So our Salesforce database contains over 700k contacts, with about 100k of those being duplicate email addresses with different Salesforce ID's attached. This happens due to injecting in data from ...
2
votes
0answers
183 views

findDuplicates method - Not returning duplicates which are captured in User Interface

We have a matching rule on Contact which defines a dupe using the following logic: A fuzzy match on the first Name and Last Name and EITHER a fuzzy match on address (using street or postcode) OR a ...
2
votes
0answers
61 views

Build Duplicate matching rule for long text fields using a custom hashCode

To find duplicates of a custom object I planned using Salesforce.com's native Duplicate Management functionality. I was a bit disappointed to see that matching rules are not able to compare Long text ...
2
votes
1answer
112 views

Where can I view untruncated Duplicate Error Logs

Duplicate Error Logs as rendered through Data.com Administration > Duplicate Management > Duplicate Error Logs are truncated around 250 characters. Is there anywhere else to view these completely? I ...
2
votes
0answers
30 views

How can we do a Trialforce duplicate username check, before generating a Trial for customer?

Can we leverage anything from platform in detecting a duplicate username before hand for Trialforce registered customer orgs? The practice currently being followed is, user fills in the info (...
2
votes
1answer
4k views

How to auto convert Leads (using trigger) into account, contact and opportunity

I want to write trigger which can automatically convert leads into account, contact and opportunity. What I have tried so far: trigger ConvertLead on Lead (after insert, after update,before ...
2
votes
0answers
524 views

How to use matching rules to analyse duplicate accounts?

We want to analyse all our existing Accounts data for duplicates using standard SalesForce features. Assuming the standard duplicate checks (with matching rules) only works when accounts are created ...
2
votes
0answers
274 views

Duplicate Record Set not showing all results

I have create a duplicate rule and matching rules, both active and deployed. They are showing as Alert & Report but the first few dupes I Saved appeared in the Duplicate Record Set but now it ...
2
votes
1answer
35 views

Why does trigger create two projects in production but not in sandbox?

I've created this trigger to create a project upon an opportunity being closed won. In our sandbox the trigger is performing properly. However, in production it is creating two projects for one ...
2
votes
0answers
153 views

Code coverage is 70% and I get a DUPLICATE_VALUE issue

Code coverage is 70% and when I dive into the problems I get a duplicate error. Please help I am new to writing triggers. Thank you ahead of time! Problem on several Lines Message: [object ...
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:...
1
vote
2answers
53 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 ...
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....
1
vote
1answer
318 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 { //...
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 ...
1
vote
0answers
67 views

How to display duplicate contacts on custom lead convert page?

I have a custom lead convert page. We have enabled the data.com duplicate rules, and now, when there is a duplicate contact upon conversion, I get an error on the custom page: Error:...
1
vote
0answers
62 views

Salesforce to Salesforce with Duplicate Management: How to detect duplicate lead error?

I have S2S set up between two SF orgs (Source and Target). When a lead is created in the Source org then S2S creates it in the Target org. However, the Target org has Duplicate Management set up so ...
1
vote
0answers
59 views

Add a field to the Find Duplicates search

I'm re-creating our Find Duplicates button on the lead object, and was wondering if there's a way to add an additional field to this search (beyond Name, Last Name, Company, Email, Email Domain, and ...
1
vote
0answers
26 views

Validation rule or Workflow process help on limiting users to 1 of each selection in a picklist

I have a plan picklist with 3 values (A, B, C) and a status with 3 values (Started, InProgress, Complete) all on the same custom Plan object. We want to prevent users to not be able to enter a new ...
1
vote
0answers
21 views

Language support for Salesforce DuplicateManagement

What are the languages supported by salesforce duplicate management feature? Unfortunately my attempt to match accounts with languages other than English failed. Thanks for your time, Sriram
1
vote
1answer
118 views

Duplicate Rule won't fire

I've created a custom matching rule and duplicate rule to stop Duplicate Accounts being created. My criteria is as follows (Name and Address Line 1) OR (Name and postcode) OR (Name and ...
1
vote
0answers
278 views

Notify owner when duplicated lead comes through web-to-lead form

Salesforce is already doing a fine job stopping duplicated leads from being created through web-to-lead forms. The only problem is that the only notification is a "Salesforce Could Not Create This ...
1
vote
1answer
71 views

Apex to run cross-object duplicate detection (Leads vs Contacts)

I have the following code that checks Phone, Phone2 and Mobile for Leads and gives an error if a Lead with the same phone exists, before saving the new record. How do I turn it into a code that will ...
1
vote
0answers
37 views

DemandTools Encrypts Field in Conditions

I'm trying to create conditions for a single table deduping scenario and I noticed I'm not able to add an encrypted field to my conditions even though I'm able to add the same encrypted field to my ...
1
vote
2answers
1k views

Duplicate rule not firing

I created a matching rule and duplicate rule to prevent 2 account records with same value on "Sample" field from being created. I created the matching rule as "Sample" exact match. But when I try to ...
1
vote
1answer
70 views

Exception NO_ACTIVE_DUPLICATE_RULE in findDuplicates() call - SOAP API

I'm trying out following code to find duplicate leads based on email ID: SObject[] inputSObjectArray = new SObject[1]; // Instantiate an empty Java SObject SObject searchCriteria = new ...
1
vote
0answers
242 views

SOQL / Apex To Find Duplicates On A Junction Object ( OpportunityContactRole )

I have a rogue trigger that inserts duplicate OpportunityContactRoles when it shouldn't. I can't find the error in my code, but it's not a high-volume problem. It is, however, a daily low-volume ...
1
vote
0answers
48 views

How to Notify current lead owner when duplicate lead is created

Using Data.com Duplicate Management: Matching and Duplicate rules, I want that when a duplicate lead is triggered: The duplicate lead will NOT be created in SF The original lead will get updated and ...
1
vote
2answers
101 views

Duplicate Leads from License Management App

We have an App on the AppExchange and for some reason, we get Leads with the same email address and name as duplicate with that Lead Source. Does anybody know why this is, and/or how to prevent this? ...
1
vote
3answers
48 views

Custom Object — duplicate record

I have a custom object and we have a lot of records of same name under it, how do i make a list with no duplicate values in list
1
vote
1answer
151 views

Updating existing record creating new account in salesforce

I have created a Event Staging object and a trigger which creates Events/Event Relations after insert of an Event Staging record. There is a field meetingUID on EventStaging.It is not set set to ...
1
vote
0answers
89 views

Duplicate Management on existing Duplicate Contact Records

I'm trying to implement Duplicate Management in my Org Salesforce. Everything seems clear but one thing really bothering me. While creating a new duplicate Rule, in the Actions section, "Action on ...
1
vote
1answer
239 views

Accepting duplicating records and notifying user about duplicate record

We are using Professional licence for our org and the salesforce system is integrated with a marketing automation tool so that leads will enter to salesforce through the Marketing tool. A single ...
1
vote
1answer
524 views

Duplicate Management when converting leads

I have created a duplicate matching rule for accounts and for contacts. When I create a new account or new contact, both matching rules will fire and highlight possible duplicates. When I convert a ...
1
vote
0answers
96 views

Salesforce Duplicate Management

I have created some duplicate rules and matching rules to avoid duplicates in the system. This works fine, but I cannot find any documentation on the following: What is the difference between Save (...
1
vote
1answer
152 views

Upserting Duplicates despite three part primary keys

Context: Someone in charge of customer journeys discovered duplicates in a resulting dataset based on one of our data extensions; we are now tasked with routing out the source of said duplicates. ...
1
vote
0answers
66 views

Add DupeCheck in custom new Lead-VisualForce, without Apex

I asked this question in a previous post but never received an answer I could realize. I'm working in a PE, so I don't have Apex and can only work with standard controllers. I had to create a VfP ...
1
vote
0answers
32 views

Why High Volume Customer Portal license is duplicated on PDE?

I am trying to implement a custom free package to screen scrape Salesforce Company Profile page and extract Users Licenses Total, Used and Remaining numbers. I was inspired by this idea and I believe ...
1
vote
0answers
57 views

Duplicate prevention and Merge on Account

We have an integration with a legacy system and we use an Unique ExternalID to send personAccount upserts back and forth between salesforce and the legacy system using JItterbit. However, that ...
1
vote
1answer
458 views

Email alert when duplicate occurred using Duplicate Management Tool

I have set up a duplicate rule with Report as active. What I need is when a duplicate occurred in the system for any sObject (in my case it is Account), it needs to send a email to a email address ( ...
1
vote
0answers
158 views

Duplicate Rule across objects

I have created a duplicate rule on Contact object and comparing records with the Account object. I had selected the matching rule as Standard Account matching rule. Action on Create & Edit: Allow ...
1
vote
0answers
37 views

Salesforce Visualforce Website has Lots of Duplicate Content Pages

I have a website based on Visualforce (Salesforce, force pages) that has 11681 duplicate content pages. This is obviously terrible for SEO ranking. I clearly have not got nearly that many pages but ...
1
vote
0answers
234 views

SF Duplicate Management: API Issues

I'm working on setting up some new duplicate management rules, but just realized that the feature's interaction with API is inconvenient. We use FormAssembly to make forms that automatically create ...
1
vote
0answers
99 views

SF Duplicate Management: Only want to search for duplicates across one record type

I'm toying around with the new duplicate management functionality and am coming across something that seems counter-intuitive. We have two record types for contact and I set up a duplicate rule so ...