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Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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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
603 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
443 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
404 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
159 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 ...
2
votes
1answer
42 views

Auto-detection of duplicates in import. To avoid multiple imports

Say I have three Unique(External ID) Fields (Email, Phone, Mobile) But in my file, I do not have values for all three fields for all the rows. But I have atleast value for any one of the field. In ...
2
votes
1answer
1k views

Visual Workflow - Duplicate IDs in Collection Variable

My flow is failing to trigger due to this error: "Sandbox Encountered unhandled fault when running process Data_com_Get_Contacts_Constraint/301J00000000idC exception by user/organization: ...
2
votes
1answer
71 views

Duplicate App for over 1 million leads/contacts?

We're about 4 months into our Salesforce integration but we're having a ton of problems with dupes. In our previous CRM, it would monitor the company name, email address, or phone number and ask if it ...
2
votes
2answers
96 views

Need help optimizing a SOQL query

I am writing a simple trigger to tag lead duplicates based on two different fields, Email and our internal Lead ID (which we keep consisted between our own server DB and salesforce via integration). ...
1
vote
0answers
99 views

SF Duplicate Management: Only want to search for duplicates across one record type

I'm toying around with the new duplicate management functionality and am coming across something that seems counter-intuitive. We have two record types for contact and I set up a duplicate rule so ...
1
vote
0answers
234 views

SF Duplicate Management: API Issues

I'm working on setting up some new duplicate management rules, but just realized that the feature's interaction with API is inconvenient. We use FormAssembly to make forms that automatically create ...
1
vote
1answer
845 views

Data Import Wizard for Contacts, prevent duplicates?

I'm importing a CSV file with about 2500 contacts from another system, outside of SalesForce. The wizard is matching based on name. So if I import the same spreadsheet again, the data doesn't update, ...
2
votes
1answer
1k views

Retreiving the value causing a DUPLICATE_VALUE DML Exception

I have an inventory management system I am working on and I have the need to let users input values to be created into inventory. These values consist of numbers that are used as the name for the ...
2
votes
2answers
637 views

Get most recent record when duplicates are found

I'm trying to do a query of child objects that looks like this List<Child__c> childList = new List<Child__c>(); childList = [SELECT Id, Status__c, Team_Member__c, Deactivation_Date__c ...
2
votes
2answers
112 views

Code Coverage 70% but I can't figure out how to make it to 75% or 100%

I am new to triggers. I will admit that but this is my first trigger and I really want it to work! My problem is that I still am receiving only 70% Code Coverage when the trigger works fine in ...
2
votes
0answers
153 views

Code coverage is 70% and I get a DUPLICATE_VALUE issue

Code coverage is 70% and when I dive into the problems I get a duplicate error. Please help I am new to writing triggers. Thank you ahead of time! Problem on several Lines Message: [object ...
0
votes
3answers
130 views

Salesforce trigger prevent duplication

I have written a trigger which prevent duplicate name. please refer following condition. "Test" and "Te st" are same name (which mean don't need to consider any in between spaces.) "TEST" and "test" ...