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Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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1answer
274 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
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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
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1answer
211 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
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1answer
185 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
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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 ...
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1answer
370 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 ...
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0answers
58 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
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1answer
328 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. ...
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0answers
561 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
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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 ...
1
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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 ...
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2answers
153 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 ...
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1answer
23 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 ...
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1answer
161 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
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1answer
837 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
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1answer
655 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
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1answer
202 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
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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 ...
4
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1answer
3k 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 {"...
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
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1answer
117 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
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1answer
781 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
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1answer
37 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
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1answer
147 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
158 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
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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: %%[ ...
15
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3answers
8k 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
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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
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1answer
39 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
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1answer
576 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
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1answer
189 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
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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 ...
0
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1answer
155 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
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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 ...
0
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1answer
112 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 ...
1
vote
1answer
196 views

How to make a duplicate check on existing records?

My requirement is to build a visualforce page with a controller, where i can show the user the records that are matched by a duplicate rule, for this i would like to know if it is possible to invoke a ...
1
vote
1answer
207 views

How does the salesforce algorithm determine duplicates?

I am a salesforce user. In many instances, our system flags many contacts as duplicates when they are not. For example, sometimes it will flag distinct contacts as duplicates based on similar ...
1
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1answer
146 views

DuplicateRuleHeader includeRecordDetails not recognized

All my environments have been upgraded to the API Version 34.0 that was released on the Summer of 2015. I have created duplicated management rules, which I am trying to invoke via code behind of a ...
3
votes
2answers
489 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/...
2
votes
1answer
410 views

How to query or report on Duplicates Match

I am using Duplicate Management; Matching Rules; Duplicate Rules from Salesforce, standard out of the box. This helps a lot to stop the bleeding and limit the manual duplicate generation. I notice ...
2
votes
1answer
364 views

How to prevent duplicate user in before insert and before update event in custom object?

I am trying to prevent duplicate users while creating the record in custom object which is having look-up relationship. The code is executing fine in before insert, But when updating same record with ...
1
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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 ...
0
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2answers
2k views

Display error message if same record exist with combination of some fields?

I have taken three fields from case object called AccountName, IntegrationTo__c and SfType__c (checkbox). I have created one case record with a specific combination of three fields. For the second ...
1
vote
2answers
88 views

pageMessages should ignore Database.insert(records, false) errors

I am creating some records in my controller but some of them might fail during insert due to duplication, so I use Database.insert(records, false). It works just fine and ignores records that already ...
1
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0answers
18 views

Prevent duplicate Insertion of records? [duplicate]

I have written a trigger to remove the duplicate insertions but it allows duplications please check it once where sholu i mistaken this is my trigger trigger DuplicateCateCase on Case(before ...
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 ...
1
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1answer
97 views

Deduplicate only one kind of customer

I'm using three DE for my sends, one per account type (to get metrics for each one of them in the tracking) in Content Builder. Is there a way to send an email, but only deduplicate one DE (my guest)?...
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2answers
76 views

Duplication trigger is not working as expected

Hi friends we have preventing users to create new leads with same email id.But trigger is needs to fire only when record creation. Everything is working fine.But when i try to upload leads through ...
0
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1answer
79 views

Use SOQL for cross-field duplicate detection

Is it possible to use SOQL to compare two different fields for duplicate values across records? For example, I need to check them on 2 different records. They would be "duplicates" if Phone from ...