Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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1answer
184 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 ...
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1answer
163 views

On what criteria Merge Accounts auto select the Master Record

Note: From my observation it doesnt check Master Record based on the most number of fields populated. And also not because of the oldest Account record in merge.
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2answers
124 views

System.LimitException: Too many DML rows: 10001 because of Duplicate Records [closed]

I have Limitations error. Found out that i am adding Duplicate values to the List. How do i verify that i am not adding Duplicates. public void financialAccountforContactAndAccounts(List<...
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1answer
921 views

In Apex Trigger distinguish between contact created by lead conversion and new contact

Note: I am a fairly new apex developer so I apologize if this is a basic question. I'm working on an apex trigger which will prevent a contact from being created when there is an existing lead with ...
1
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1answer
97 views

Prevent insert of one record while another is inserted

I am currently having a VF page where when a customer pushes a button, a new custom object PRL__c is created for a certain contact and cardType. Before it is inserted, I perform a check: List<...
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3answers
618 views

What is the best/easiest way of finding and removing duplicate products?

We have over 350k products on our SalesForce and I have been tasked with identifying and removing duplicates. I'm just looking for some pointers from the Pro's to make this task a bit easier if ...
2
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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 ...
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0answers
2k views

Can I remove duplicate lines from a report?

Our marketing division wants a report of everyone involved in our conferences. I am able to get this with a report that looks at contacts, opportunities (tied to conferences in a given year), and ...
2
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1answer
117 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 ...
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0answers
90 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 ...
3
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2answers
910 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),...
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1answer
251 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 ...
0
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1answer
61 views

Similar Apps like DupeBlocker 3

We have a lot of duplicate data in our org (Contacts) and we want to clean up this data. I have come across an app called DupeBlocker 3. Are there similar apps which provide the same functionality and ...
2
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1answer
57 views

How to change a user name in an expired trial org?

Suppose you want to add someone as a user to an org and you get the "Duplicate Username" error? And the person in question remembers that (s)he has in fact used that username in a trial org, which has ...
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3answers
2k views

how to remove duplicate leads already present in salesforce

Is there a way I can get rid of the duplicate leads already present in the system based on email, then phone , name etc and retain the activity history on the leads which would be found as duplicates. ...
6
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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 ...
1
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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 (...
2
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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 (...
0
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2answers
2k views

How to duplicate synchronized data extension and put in data extensions folder

I need to essentially mimic a synchronized data extension but in the data extensions folder. I think what I need to do is duplicate the synched data extension into the DE folder, populate it from a ...
3
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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, ...
5
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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 ...
5
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1answer
174 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 ...
1
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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 ...
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1answer
1k views

Duplicate Management is failing for data-loader loading two identical new records

I have created a matching rule based on a group of three fields; (Campsite: f1EXACTMatchBlank = TRUE) AND (Campsite: f2EXACTMatchBlank = TRUE) AND (Campsite: f3EXACTMatchBlank = TRUE) Here F1,F2 ...
1
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1answer
49 views

Track when a user ignored duplicate management warning and creates record?

I have the following requirement: When a user clicks "create and ignore warning" when creating a record and thereby overrules the duplicate management, I need to have a list of these records which ...
2
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1answer
60 views

Performance under large data - standard features

When the number of records in the database increase, logically there must be decrease in performance. This degradation can be explicitly observed in SOQL/list view/reports on such orgs especially ...
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1answer
697 views

Capabilities of duplication rules with lookup

What are the capabilities of duplicate rules when lookups/MasterDetail fields are involved in the matching rules. We can certainly detect duplicates using combination of other primary data type fields....
3
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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 ...
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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
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0answers
215 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 ...
5
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2answers
697 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 ...
1
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0answers
33 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
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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 ...
8
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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 ...
0
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1answer
304 views

Database.DMLOptions.DuplicateRuleHeader.allowSave skips all validation rules?

Had a project where the client wanted to allow the data to bypass contact duplicate rules they had in place. So figured inserting the new contacts with Database.DMLOptions.DuplicateRuleHeader....
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1answer
42 views

How can I merge records in my SET?

My code is adding contacts in a loop. The issue I am trying to solve is that if I get more than 1 contact record with the same email address, I need to modify a custom field on the contact record ...
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0answers
162 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 ...
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2answers
5k views

How to prevent duplicate records in salesforce using validation Rule? [duplicate]

I want to prevent duplicate records of an object in Salesforce. I know how to do it by writing a trigger,but some one told me it can be possible by validation rule also. Can anyone help me how to ...
1
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2answers
1k views

Trigger to check Duplicate Email on Lead is not working when updating a lead

I took this code from cookbook but the problem is it's throwing error message when i open and edit the existing record can somebody tell me where i'm going wrong. if open existing record and give ...
2
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0answers
544 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 ...
0
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1answer
117 views

Regular expression to find duplicate records

I would like to use a regualr expression on certain fields to detect possible duplicate records. for example the regx will detect all account records with the account name matching for than 50 %....
2
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1answer
249 views

Getting an error on Contact matching rules when using an Account Name

I am having a problem with my matching rules. I want to create a rule against a Contact with the criteria of Account Name with Fuzzy matching (see attached) but I keep getting an error stating: Error:...
1
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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 ...
2
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0answers
288 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 ...
0
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1answer
63 views

Best way to get duplicate records [closed]

I have billions of records.But there are 4-5 records which are duplicate.What is the best way to get those duplicate records which must be optimized and have good performance.
0
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1answer
460 views

Preventing Duplicates: Marketo and Salesforce Integration

Marketo is used by Marketing team in the company and the Salesforce is implemented newly. Now we want to integrate them. My concern is will this integration raise to any duplicates. If so how to ...
0
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1answer
57 views

I have query regarding my Change request Object. It is showing exception

Account has child Change_Request__c. Changes are made to account by Change_Request__c. changes are made depending on picklist field. when new email is to be inserted in account first it should check ...
2
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1answer
334 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 ...
3
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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 ...
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0answers
60 views

How to merge/update duplicate records upon creation?

We started to look into cleaning our data. We are using Dupecatcher as the deduplication tool. I am trying to figure a way, when a new lead (duplicate) is about to be created, it will update all ...