Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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64 views

New duplicate rule not firing for existing records

I have created a new duplicate rule on account which does a fuzzy company name match and reports duplicates for inserts. I have the duplicate rule set to fire for edits as well and I created a dummy ...
3
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1answer
220 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 ...
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1answer
341 views

What does merging duplicate Leads/Contacts/Account do at the record and related record level?

I am exploring the Duplicate Merge features in Salesforce Lightning Experience. I am wondering exactly what happens when you choose to merge records: Do the merge-from records get deleted? Do the ...
2
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1answer
46 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-...
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0answers
20 views

Mass Finding Duplicate Leads in Salesforce

Sales Rep has Uploaded leads into salesforce by adding them as campaign members. The leads under campaign members have many duplicates, can anyone suggest a method or a process to find out Mass ...
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0answers
29 views

Duplicate record not added to Database DuplicateRecordSet

We have activated the standard duplicate rules and matching rules for Account. Generally, they seem to work and the duplicate records get written into the tables DuplicateRecordSet and ...
0
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1answer
84 views

Pardot Sync Issue

Background: We had 2 Salesforce orgs and each org was connected to its corresponding Pardot Org. Recently, we merged the 2 Salesforce orgs. However, the pardot orgs were kept separate. So, now we have ...
0
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1answer
18 views

records deduplication and sharing after insert [closed]

Here is my question: Org's personal account is enabled. The account sharing setting is set to private, sales team members Sales A and Sales B can not access each others' account records. Sales A and ...
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3answers
2k views

Can anyone suggest a good Mass Duplicate Leads Merge Free tool?

what are the best Free tool for lead find duplicates and merge? Default lead merge only allows three records to merge. I need to merge more than one records We have figured out 1500+ leads which have ...
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2answers
136 views

Problems with testing the population of duplicate information from DuplicateRecordItem on Account record

I have created three fields on Account to store information on the duplicates in the system. Standard duplicate rules apply. The fields are: Duplikat__c: a checkbox ID_Doppelte_Datensaetze__c: Id ...
1
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1answer
139 views

Does Marketing Cloud deduplicate subscribers before making an A/B split?

I am configuring my first A/B split test with an email. I know that during a single send to a data extension, normally, Marketing Cloud will dedupe the DE's contents on the email address. However, I'm ...
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2answers
642 views

Duplication prevention logic need for trigger bulk insert?

I wrote a trigger to find the duplicate and add error in the trigger.Before insert context Set<string> appnameSet = new set<string>(); for(test1__c test : trigger.new) { appnameSet.add(...
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1answer
49 views

Upsert and DMLOption alternatives?

I have a fairly complex trigger that upserts accounts when records of a 2nd object are inserted or updated. We also have a duplicate rule in Account that is set to detect dupes but "Allow" if the ...
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2answers
61 views

Apex trigger to stop duplicate records into SF if email already exists on a person account

I have an existing trigger which converts leads into peron accounts if the company name is blank. Trigger AutoConvert on Lead (after insert) { LeadStatus convertStatus = [ select ...
1
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2answers
92 views

How to set Email Address as Primary Key on a Salesforce Campaign Entry Source Data Extension

I've created a journey using the Salesforce Campaign entry source. The entry source will enter records from 3 different SF campaigns. There's a possibility there will be duplicate emails in each ...
1
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1answer
1k views

Accessing a Duplicate Rule's Matching rules via Apex

I'm trying to access the matching rules associated to a Duplicate rule via code. Through the UI, it's easy enough to create a Duplicate Rule then add Matching rules to it. So I know there has to be a ...
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0answers
95 views

SOAP DuplicateRuleHeader allowSave Duplicate Request Body

After researching, it appears that the SalesForce REST API unfortunately doesn't have an equivalent allowSave option for overriding duplicates that the SOAP API has. I'm writing a Python client that ...
-3
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1answer
57 views

Avoid Duplicates name [closed]

Here how can avoid duplicate lastname trigger ContactNamesOnAccount on Contact (after update, after insert) { Set<id> accIdList = new Set<id>(); for(Contact con : Trigger.new){ ...
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1answer
101 views

Updating Accounts shows: duplicate value found: <unknown> duplicates value on record with id: <unknown>

I am Trying to update one Field in Account using postman but it's not letting me update it. I also Turned off history tracking for an Account. I have given full access to my app in Salesforce.  eg  ...
0
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2answers
182 views

Remove a duplicate Contact from all Journeys in Marketing Cloud

In Marketing Cloud, we had a duplicate contact (some with several email addresses) enter several journeys. I have deduped the Contact in Salesforce (which was in a Data Extension in Marketing Cloud), ...
1
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1answer
316 views

Find original record in duplicate result: Datacloud.DuplicateResult

I'm writing some code to search for duplicates for a list of contacts. I need to be able to map the duplicates to the corresponding original/master contact. I haven't been able to find any ...
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0answers
15 views

B2C Contacts Mapping to proper Business Accounts

We are working for a new proposal and basically it deals with education services, we have Accounts(universities/departments) and contacts(professors with university mail id). For cases when a ...
0
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0answers
37 views

Lead and Contact Duplicate Rules Updated?

We noticed some unit tests failures in our sandbox environments, and they seem related to duplicate matching rules. We haven't updated the standard rules, but was wondering if Salesforce pushed an ...
1
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0answers
44 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:...
10
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6answers
15k 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....
0
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1answer
49 views

When does duplicate rule job run?

We had a duplicate rule setup but it looks like it wasnt set up correctly and there were a lot of duplicate record sets created. we have corrected the issue with the Duplicate rule setup . We ended ...
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0answers
137 views

Best practices for importing leads and contacts from trade shows

I'm the new manager of a mid-size Salesforce org for a company that has some presence at industry tradeshows. At the end of each show, there's always a list of leads to be imported into a campaign. ...
0
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2answers
143 views

Archive Accounts [closed]

What is the best way to archive accounts, after we have identified them as obsolete. ? I want to automate the process of archiving the obsolete accounts. These accounts become obsolete under two ...
3
votes
1answer
174 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 ...
0
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1answer
368 views

How to perform mass merge for duplicated records in a custom object?

I have a custom object A and a custom object B. Custom object A is the parent object. Custom object B is the child object. The relationship between custom object A and custo object B is a master-...
1
vote
1answer
417 views

Datacloud.FindDuplicatesResult: not finding any duplicates when they are

I am stuck when trying to look for a duplicate contact, I am using Datacloud.FindDuplicatesResult, however the system is not getting any duplicate so when it tries to save the record I get an: ...
4
votes
2answers
6k 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 ...
1
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2answers
126 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 ...
0
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1answer
52 views

Filter Duplicate Record Items by Duplicate Rule

I have setup a "Duplicate Accounts" report following the Salesforce documentation provided but I then realized this is based on a rule that matches on Billing Address. What I need is a duplicate ...
1
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1answer
61 views

Duplicate Rules: “The XXX field is invalid for this field mapping” - during deployment

During a deploy from source control to an org, I get this error: Contact.Standard_Rule_for_Contacts_with_Duplicate_Leads Duplicate Rule The Phone field is invalid for this field mapping. What would ...
-2
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2answers
208 views

trigger to Preventing the users to create Duplicate Accounts im getting Variable does not exist: Name error

trigger AccountDuplicateTrigger on Account (before insert) { for(Account a:Trigger.new) { List<Account> acc=[Select id from Account where Name='a.Name' and Rating='a.Rating']; if(acc.size()&...
1
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3answers
98 views

How to get ids of duplicate names in contact

I have an account record named with sForceTest1. The sForceTest1 account have dup1,dup2,dup3,dup1,dup2 and dup3 contacts, By seeing those contacts, you can known that sForceTest1 have duplicate ...
1
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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....
2
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1answer
855 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 ...
0
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1answer
92 views

i m trying to avoid duplicate product code in opportuinity line item but its not updating

trigger duplicatecode on OpportunityLineItem (before insert) { { Set<String> setProductCode= new Set<String>(); For(OpportunityLineItem nam : trigger.new) { ...
0
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1answer
427 views

Contact matching rules and Duplicate rules bypass using apex

I have a custom matching rule set up for contact. I used that in my contact duplicate rule. When users fill contact data and try to save contact SFDC shows warning with duplicate result. but user can ...
0
votes
1answer
46 views

How to assign duplicate Leads with same Owner

Background Leads are created via web-to-lead which means website visitors can created multiple Leads within Salesforce. Also, Leads are assigned using a round robin method. Ideal Outcome If ...
-2
votes
1answer
33 views

Issue with merge and delete lead

It was brought to my attention when changing some User Profiles so they don't have permissions to Delete any Leads or Accounts, that the same button to Delete is also tied to "Find Duplicates". So, ...
1
vote
1answer
108 views

How to remove `Save (Ignore Alert)` and `Save & New (Ignore Alert)` buttons?

I have created a duplication rule so that when a new lead record is created to notify the user if there is an already existing lead. When there is an existing and duplicated lead I need to forbid the ...
0
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1answer
3k views

Upsert failed - DUPLICATES_DETECTED

I am trying to import Contacts from external source abd im getting that error when i am inserting them into Database. The first time i insert them, there is no error, then if i try to insert them(the ...
0
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2answers
91 views

How to build a testdatafactory without error : DUPLICATE_VALUE, duplicate value found: duplicates value on record with id: : []

I an trying to create a testdatafactory which i can use to call in my tesclasses. What I want to achieve is small buildingblocks with which I call another method if a lookupfield needs to be filled. I ...
2
votes
0answers
151 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 ...
3
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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: ...
1
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1answer
281 views

Set.contains() not working

My set contains custom JSON elements. When i try to use set.contains() method to check if the set has the JSON element it fails. MY JSON DATA: public uJSON(Id id,String name, Boolean manager,Id ...
0
votes
1answer
238 views

Customize alert text in duplicate rules.

Alext text in Duplicate Rules : Is it possible to use custom labels for the alert text ?...i need to show the alert in 2 different languages. I tried using custome labels it is not working !