Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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2
votes
0answers
278 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 ...
5
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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 ...
0
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0answers
472 views

Duplicate Rule does not fire for old records

I' am having an issue with Duplicate rule. For some reason, duplicate rule is not firing on old records but works fine for new records. Below is the scenario. Initially, I created a Test User(User1) ...
6
votes
1answer
141 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 ...
0
votes
2answers
358 views

Setting DMLOptions in an update

I am currently trying to bypass a DMLException thrown by a duplicate rule in an update event just like I bypass it in an insert events, that is by setting the DMLOptions.DuplicateRuleHeader.allowSave ...
3
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1answer
243 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 ...
1
vote
1answer
166 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. ...
0
votes
1answer
117 views

Duplication Rule not firing for user even we having duplication rule for Account name

Create Account "Test Sample" as system admin. Then I logged in as custom profile user, create a lead with company name "Test Sample". I tried to convert the lead it doesn't show the matching account ...
1
vote
1answer
53 views

Trigger on Leads that checks to see if another Lead or Contact has the exact same name

I have created a trigger that checks to see if another Lead or Contact has the exact same name. How I can avoid the for loop inside for loop to compare old and new lead values and avoid running ...
2
votes
0answers
276 views

Developing an enhanced Duplicate Management feature, as standard as possible [closed]

Due to business needs, we are currently using a slightly different system than the standard for duplicate detection, but, we would still like to use as much as possible of the out-of-the-box ...
0
votes
1answer
213 views

Duplicate Management - Fuzzy Phone detection not Working?

I have a duplicate rule where I check for a Fuzzy Mobile or Phone, on the Lead Object. I have stumbled with a use case where the Phone on Lead 1(for the sake of the example) is something like: +49 ...
0
votes
1answer
726 views

Trigger: Catch duplicate and update existing record

I'm trying to write a trigger that can not only detect a duplicate but can update the existing record (similar to an upsert operation). For several reasons, we are unable to actually use upsert. ...
2
votes
3answers
5k views

Bypass validation rules / duplicate rules during Import via DataLoader

I'm trying to import some data into a standard object like Account via the DataLoader. The problem is that, I have a duplicate rule on a specific field, and I set this field as required. When I want ...
1
vote
2answers
408 views

Deduplicate array in javascript based on id value in array

I have a array which is a collection of 2 arrays which has duplicate Id records how do I deduplicate these in javascript. Filter is my primary array to which I add opleidingfilter. Filter array ends ...
0
votes
1answer
129 views

How to avoid creating Duplicate Task when Risk Score is Changes?

My Requirement is When Risk Form is Approved, Based on the Risk Score I want to create a task. Scenario 1: If Task Score is less than 50 & More than 25 then Only 1 task (Subject Name: High Risk ...
0
votes
1answer
338 views

Duplicate Username error in one sandbox but not in the other

I am trying to validate a change set and it's giving me a Duplicate Username error. The problem is that the same test passes in 2 other sandboxes. From my understanding if the same username is being ...
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 ...
1
vote
1answer
310 views

Process builder custom duplication check

I've got an autolaunched flow which run whenever a Custom object adoption is created. The flow then links the adoption to a school, first by searching for one, and creating one if it doesn't already ...
3
votes
1answer
243 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 ...
1
vote
0answers
63 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 ...
0
votes
1answer
410 views

Phone field matching rule does not work

I'm trying to de-duplicate and prevent duplicate leads in SFDC based on Phone numbers. I created a matching rule for Phone field with "exact" match. However, I found that it's allowing duplicate ...
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 ...
3
votes
1answer
357 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. ...
0
votes
0answers
595 views

Duplicate contacts report

I've been trying to figure out the best way to design a report to browse duplicate contacts, but I can't seem to find a solution I like. One of the solutions I found is using the famous Power of One ...
2
votes
0answers
200 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 ...
1
vote
1answer
3k views

How to surpass/ignore Duplicate Management Rules in Apex? [duplicate]

I have activated the standard Duplicate Management Rule on Contact to prevent duplicate records. When I try to create duplicate Contact records form SalsesForce side, it shows me a warning message ...
0
votes
2answers
203 views

SOQL Query - Where Condition

I have below query to search for Existing Contact before creating new Contact in Salesforce. If there is a Contact with matching email and another Contact with matching Phone - results are not ...
0
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1answer
24 views

How can I get duplicate nongroupable fields values in Macroinstruction Object?

how can i query non grouped field values using soql. Example: Select Macro.name,count(MacroId),target,value from MacroInstruction GROUP BY Macro.name HAVING count(MacroId)>1 i need target and ...
0
votes
1answer
217 views

How do you check for an existing lead, contact, person account by email address?

From a Custom Object record creation I'd like to check if an existing lead, contact or account exists via Email match. Please does any one have a step by step solution?
5
votes
1answer
977 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 : ...
10
votes
1answer
701 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. ...
0
votes
1answer
243 views

How to check Lower and upper case while duplicate check using trigger

I have below code public class AccountHandler { public static void AccountValidation(list<account> acclist){ set<string>AccName=new set<string>(); set<...
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
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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
138 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 ...
0
votes
1answer
980 views

Duplicate Rule Issue when differentiating Record Types

We have a Custom Object 'Target' In our application.It has total 5 record types and each record type has respective duplicate rule. The purpose of the the custom object is to set the target for ...
0
votes
1answer
41 views

Allow the insert of Custom Records even if some of them fail as duplicates

I want to ignore a bunch of records (Custom settings in fact) and want the transaction to ignore Duplicate errors. All other errors should make the insert fail. If a duplicate exists simply skip the ...
1
vote
1answer
159 views

Trigger to prevent duplication of records not working on cloning record for the first time

One of my object is having Lookup Relationship with Account. I want a functionality where we can not allow to have 2 records with the same Name, same Related Account, and same Owner. I have tried 2 ...
3
votes
1answer
178 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 ...
1
vote
1answer
1k views

How to de-duplicate email addresses in journey builder?

I am trying to send emails through journey builder but if a person has multiple accounts with the same email address, I only want them to receive one email. I've tried this exclusion script: %%[ ...
16
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 ...
1
vote
2answers
2k views

Find and merge all contacts with duplicate email addresses

I have a data cleaning scenario where I am trying to identify all contacts with a duplicate email address listed on another contact and merge the 2(or more)? Any way I can do this in mass?
0
votes
1answer
40 views

Accounts clean up using Cloudingo

I have a task in hand to clean up the accounts, basically, remove all the duplicates accounts, The tool my client asked to use is Cloudingo, I am very new to SF administration and Cloudingo, can ...
0
votes
1answer
684 views

Why won't my Duplicate Rule fire?

I created a new Duplicate Rule for Account that should fire when an Account has the same (Name and Site) or (Name and Billing City). A custom matching rule was made however the rule still will not ...
2
votes
1answer
1k views

LookUp(User) field is not showing in Matching Rule Criteria

I am trying to create a matching rule for one of my custom object.In Matching rule criteria I want to add SalesPerson field which is lookup(User) field on custom object but somehow I can not find ...
0
votes
1answer
205 views

Marketing Cloud Business Unit Copy

I have a Parent and Child Business Unit hierarchy and I want to duplicate a "template" child BU numerous times. It is setup with data extensions, imports, extracts, queries and all the things I need ...
1
vote
0answers
285 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 ...
0
votes
1answer
176 views

Duplicate check before adding new client

As we already have matching rules and duplicate rules in salesforce.I want to implement duplicate check as described below: I want to create a custome button that overrrides the salesforce standard ...
1
vote
1answer
75 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 ...
0
votes
1answer
137 views

Remove based on duplicated field value, set based on parent field

I have a list of rules that are a detail record for requirements. If any two rules have the same parent I would like to remove one of them from the list (doesn't matter which one). I thought I could ...