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Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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2
votes
1answer
55 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 ...
1
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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
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 ...
1
vote
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
votes
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
votes
2answers
1k 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
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, ...
2
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 ...
5
votes
1answer
158 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
vote
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 ...
0
votes
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
vote
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
votes
1answer
59 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 ...
0
votes
1answer
637 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
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 ...
2
votes
1answer
512 views

Account Id field not available in 'Standard Fields' list of Contacts

I have a requirement where we need to prevent Duplicate Contacts. The criteria should be based on First Name, last Name and Account id. I am trying to implement 'Duplicate management' functionality. ...
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
206 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
votes
2answers
677 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
vote
0answers
32 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
vote
0answers
56 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
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 ...
0
votes
1answer
278 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....
0
votes
1answer
40 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 ...
1
vote
0answers
157 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 ...
-1
votes
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
vote
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
votes
0answers
523 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
votes
1answer
109 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
votes
1answer
216 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
vote
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
votes
0answers
273 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
votes
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
votes
1answer
452 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
votes
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
votes
1answer
310 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
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 ...
0
votes
0answers
56 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 ...
0
votes
1answer
350 views

How can I remove existing duplicate accounts and records at once?

How can I remove duplicate records for accounts and contacts at once from talent rover?I tried to use the dupe eliminator but I would have to search the accounts and contacts one by one and merge.Is ...
6
votes
1answer
334 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 ...
0
votes
1answer
115 views

Duplicate Management Rule

I have Created a Duplicate Rule when inserting a new Contact, Contact Email find same Email value which is already existing Contact Email it should throw an error. I did it with Duplicate Management. ...
4
votes
1answer
419 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 ...
3
votes
1answer
553 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 ...
2
votes
1answer
35 views

Why does trigger create two projects in production but not in sandbox?

I've created this trigger to create a project upon an opportunity being closed won. In our sandbox the trigger is performing properly. However, in production it is creating two projects for one ...
3
votes
1answer
600 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 ...
1
vote
1answer
195 views

Find Duplicate before create custom object record

I'm new to trigger and trying to write one that will create custom object Existing_Service__c based on OpportunityLineItem when Oppty stage is Won - All Approved. But I've facing a few issues: - How ...
2
votes
1answer
439 views

Find duplicate lead for partner portal user

I have a requirement to add "Find Duplicates" standard button on Lead object records for partner portal user. I have the button on layout of other salesforce user but that button is not appearing on ...
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 ...
3
votes
0answers
396 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 ...
1
vote
1answer
155 views

Is there a way to update duplicate leads in an apex list

Hoping you can help.. We receive bulk email marketing data into Salesforce which creates 'events'. These events include things like the date, if any URL was clicked and if so, what the URL was. We ...