Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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1answer
782 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
3k 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
233 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 ...
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2answers
720 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 ...
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0answers
35 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 ...
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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
7k 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
336 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
44 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
168 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
6k 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 ...
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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
567 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
135 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
304 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:...
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0answers
38 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 ...
4
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0answers
317 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 ...
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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
473 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
355 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
61 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
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1answer
393 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
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1answer
369 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
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1answer
123 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
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1answer
462 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
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1answer
615 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
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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
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1answer
633 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
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1answer
198 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
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1answer
481 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
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2answers
3k 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
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0answers
440 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
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1answer
195 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
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1answer
46 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
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1answer
2k 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
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1answer
72 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
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2answers
99 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
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0answers
105 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
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0answers
237 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
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1answer
948 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
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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
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2answers
674 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
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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
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0answers
154 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
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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" ...

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