Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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15
votes
3answers
9k views

Duplicate Matching Rules via rest API

So we are experimenting with the new duplicate matching rules in salesforce which seems to work great. My question is if its possible to use the more advanced features when working with data over the ...
13
votes
1answer
191 views

Developer Edition with Namespace: duplicate triggers?

In my namespaced Developer Edition org, I started using Cloud 9 IDE, which, despite being a beta, is pretty amazing. However, in one of my orgs, Cloud 9 refused to work without any explanation. I plan ...
10
votes
1answer
678 views

Why DuplicateRecordItem is working only after INSERT and not after UPDATE of the dupe-record?

One key requirement of good Data Quality is a good duplicate prevention and merge process. Salesforce has introduced very powerful mechanisms like Duplicate and Matching-Rules for all SObjects. ...
9
votes
6answers
14k views

Why does upsert cause a DUPLICATE_VALUE error?

I have a custom object, with a Text Name (ID) field. When I upsert two records with identical Name/ID, but otherwise different values, in two separate upsert statement, one record results, as expected....
9
votes
1answer
308 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 ...
8
votes
2answers
6k views

Disable duplicate check for apex class?

Is there a way to disable the duplicate check for an apex class? I have an insert of contacts, where I have a custom duplicate check. Now I would like to disable the standard duplicate check for only ...
7
votes
2answers
7k views

deduping existng leads and contacts

We have a client of ours who has a lot of duplicate leads and contacts in their system. Now they finally decided to clean it up. What are the options available to effectively dedupe existing records ...
7
votes
0answers
210 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
2answers
859 views

Why isn't the DuplicateRecordItem trigger bulkified when triggered by the Automated Process user?

The DuplicateRecordItem trigger doesn't seem to be bulkified when triggered by the Automated Process user, and I'm wondering if anybody here has experienced this or might know why. This could be a ...
6
votes
1answer
2k views

Duplicate rules not triggering [duplicate]

Currently I am trying to prevent contacts with the matching first and last names from being assigned to the same Account. Currently on contact I have an custom Account Id field on contact that's ...
6
votes
1answer
344 views

Summer 15' Unit Testing @testSetup DUPLICATE_VALUE Issues

After wasting an entire day attempting to deploy a huge release to production I'm graveling at the feet of the Salesforce community. So many issues when attempting to package my release (including ...
6
votes
1answer
134 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 ...
5
votes
1answer
918 views

Bypass duplicate when converting a lead

I'm trying to convert a lead to a contact, the lead has the same email than another contact, but I want to create a new contact. when I try to convert the lead, I got an error 'DUPLICATES_DETECTED : ...
5
votes
1answer
165 views

HashCode Deduplication?

Background: Ever since I found out you can Use Custom Types in Map Keys and Sets, I wondered if you can map data by the hashCode value. I suspect it's a bad idea. I understand the basics of how hash ...
5
votes
2answers
689 views

Can't pinpoint what is causing DUPLICATE_VALUE error on contentDistribution insert

I have a custom app that is used for scheduling face-to-face trainings. I'm trying to set up a class that will run daily to gather all trainings scheduled for the next two weeks, and send out ...
5
votes
1answer
1k views

Upsert on Salesforce record cries about Duplicate Record despite that Lead not existing at all, like anywhere?

I am using this API package to Upsert a Lead onto Salesforce using a custom External ID which is the user's email stored in MySQL. Once a while, due to no reason whatsoever, Salesforce would cry out ...
4
votes
2answers
3k views

What is the difference between Report and Alert on the Duplicate Rule means?

I started to use the Duplicate management tool recently. In the Duplicate Rule, there is the option to Alert, Report on a duplicate record. I understand the Alert option But what is the Report ...
4
votes
1answer
297 views

How to keep track of duplicate records across trigger chunks

Let's say I want to check records for duplicates before allowing insertion, updates or undeletes. Records are considered duplicates if they satisfy some equality comparison which involves multiple ...
4
votes
2answers
980 views

How in Visualforce to add the duplication error to a page

I had to create a vfp for the "Lead new"-page, because I had to add a few lines of jscript into it. Now Duplicate Rules won't work properly. When I try to save a dupe I get the Error properly but ...
4
votes
2answers
5k views

Meaning of Error : Maximum number of duplicate updates in one batch (12 allowed)

Lately I have came across an Error as given below. Maximum number of duplicate updates in one batch (12 allowed). Attempt to update Id more than once in this Api call I was able to solve the issue ...
4
votes
1answer
429 views

What are these DMLOptions.DuplicateRuleHeader Properties?

The new Duplicate Management brings in the new DMLOptions class DuplicateRuleHeader. According to the Documentation, the property allowSave can be set to true, to force the database to ignore ...
4
votes
2answers
2k views

Are Duplicate Rules Supported by Metadata

I've found how to reference Matching Rules by name in Metadata, but that's only the logic to identify a duplicate. I'm looking for how to reference Duplicate Rules by name in Metadata, which will ...
4
votes
2answers
4k views

I'm getting DUPLICATES_DETECTED errors when creating accounts that are not duplicates, via REST

When creating new accounts by posting to /services/data/v36.0/sobjects/Account/ I'm getting DUPLICATES_DETECTED where there are no duplicates. When posting this JSON, this account is created {"...
3
votes
1answer
343 views

Ignore Duplicate Results Alerts for Visualforce Page

I have a [visualforce] page with a [standard controller] and a an [extension] that [queries] a child and grandchild of the standard controller. The grandchild records have a [duplicate] match rule. ...
3
votes
1answer
236 views

Non-Duplicates are being detected as duplicates

I'm trying to run the following unit test: @IsTest static void testInsertContactWithMultipleDuplicates() { { TriggerManager.allTriggersDisabled = true; Contact dupRecord1 = new ...
3
votes
1answer
219 views

Finding potential duplicates from contact record UI. Either using standard matching rules or an app

In my org I wanted to see potential duplicates contacts on contact record page itself. We are using Lightning Experience, so setup matching rules and added potential Duplicates showing section on UI ...
3
votes
2answers
874 views

How to show all the duplicates Account Names?

While running the following query it returns only one duplicate account name but not all the accounts that has the same name.How to get other matching duplicate names? acc = [SELECT Name,count(id),...
3
votes
1answer
49 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 ...
3
votes
1answer
162 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 ...
3
votes
1answer
134 views

ParentId field on DuplicateRecordSet seems to be not visible

I was trying to create a Process (using Process Builder) to update a Duplicated Lead with it respective "Parent Lead", through a custom field "ParentLead__c". But on when I was navigating from ...
3
votes
2answers
521 views

How do I find duplicates using OOTB duplicate management without performing a DML operation?

We are trying to get duplicate records for Leads, but it looks like we need a DML operation in order to do so (the code I'm referring to is post 2 on this thread https://developer.salesforce.com/...
3
votes
1answer
663 views

DuplicateRuleHeader.AllowSave = True not working?

I've currently enabled duplicate rules for the Contact object and specified the "Action on Create" and "Action on Edit" to "Block" incoming duplicate Contact records. When testing with the example ...
3
votes
1answer
2k views

How do i Find and Delete Duplicates in Custom Object using SOQL or APEX

We are novice to SFDC. We have Custom object for Orders. that is Order__c. We tried following SOQL using Workbench SELECT colname,count(id) num FROM Order__c group by colname having count(colname ...
3
votes
1answer
605 views

DuplicateRecordSet and Item objects in unittests

Does anybody know how to write testmethods for Duplication Rules? I have created the Account Duplicate Rule with init conditions: Current User: Profile not equal to System Administrator with ...
3
votes
2answers
2k views

Duplicate record set is not automatically adding the duplicate record item

I have created a duplicate rule for Account object to validate the name of the Account(meaning exact match as duplicate record), then I assigned that duplicate rule to a duplicate record set. When I ...
3
votes
3answers
2k views

Is there a way to avoid sending duplicate email alerts?

I handle our support cases. I have a workflow rule that when a case is updated it sends a notification to the Case Owner and to the manager of the Account. Sometimes these two people are different, ...
3
votes
1answer
2k views

<unknown> duplicates value on record with id: <unknown>

As part of an ant deployment, to recently cleaned Org, I get the following: All Component Failures: 1. objects/CustomObject__c.object (CustomObject__c.SomeQueue) -- Warning: Added entity: ...
3
votes
1answer
174 views

How to bypass duplicate rules with PHP toolkit

I got introduced to Salesforce just recently and needed to work with their API on a web lead form. I'm a PHP developer, so I'm using PHP toolkit (SOAP API) - some code samples here. I'm stuck with ...
3
votes
1answer
441 views

Lead Conversion- sometimes merges with existing contact and sometimes doesn't..why?

Sometimes when my users are converting leads, after they click "Convert", it will bring up another screen asking if we want to merge the lead with an existing contact. This is not consistent and ...
3
votes
1answer
569 views

Cross object duplicate rules

I have object with few normal fields and formula field which needs to be checked for duplicate rule matching - the formula field is a just a field of another object. We can't add formula field to ...
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
405 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
2answers
593 views

Query Only Duplicated Records

One of my sales reps accidentally uploaded Lead records list twice into the Salesforce prod environment. How can I delete duplicated records? I've already used a query to find all records. The ...
2
votes
1answer
604 views

Duplicate Rule Details - How to get in Apex exception

I am getting a duplicate rule issue with apex first error: DUPLICATES_DETECTED, Use one of these records?: [] Now I want this rule to run, however, I need to get the details of the record that is ...
2
votes
2answers
2k views

After Update Trigger on Account to create contact

I am writing a trigger to auto create a contact once the account is created. Also I would like to update all the existing accounts so that it will create contacts only once(Further updates of account ...
2
votes
2answers
112 views

Code Coverage 70% but I can't figure out how to make it to 75% or 100%

I am new to triggers. I will admit that but this is my first trigger and I really want it to work! My problem is that I still am receiving only 70% Code Coverage when the trigger works fine in ...
2
votes
1answer
35 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-...
2
votes
1answer
106 views

How to access potential duplicate for a record?

I have set up some duplicate rules on account object. These rules have identified potential duplicate accounts. I need to retrieve these potential duplicate accounts in code. Is there a way to do this?...
2
votes
1answer
993 views

External Id in salesforce

I have an external system that needs to update a record in my org. This system only knows the external id, but the problem is that this external id is not unique, e.g. multiple records might have the ...
2
votes
1answer
326 views

managing duplicate leads, trigger firing twice

I am trying to do a trigger to avoid lead duplication. Unfortunately I cant use the duplicate manager rule of Salesforce as most of the leads that are created in the system comes from a wordpress ...