Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

Filter by
Sorted by
Tagged with
0
votes
1answer
759 views

Contact matching rules and Duplicate rules bypass using apex

I have a custom matching rule set up for contact. I used that in my contact duplicate rule. When users fill contact data and try to save contact SFDC shows warning with duplicate result. but user can ...
0
votes
1answer
73 views

How to assign duplicate Leads with same Owner

Background Leads are created via web-to-lead which means website visitors can created multiple Leads within Salesforce. Also, Leads are assigned using a round robin method. Ideal Outcome If ...
1
vote
1answer
197 views

How to remove `Save (Ignore Alert)` and `Save & New (Ignore Alert)` buttons?

I have created a duplication rule so that when a new lead record is created to notify the user if there is an already existing lead. When there is an existing and duplicated lead I need to forbid the ...
-2
votes
1answer
99 views

Issue with merge and delete lead

It was brought to my attention when changing some User Profiles so they don't have permissions to Delete any Leads or Accounts, that the same button to Delete is also tied to "Find Duplicates". So, ...
0
votes
2answers
133 views

How to build a testdatafactory without error : DUPLICATE_VALUE, duplicate value found: duplicates value on record with id: : []

I an trying to create a testdatafactory which i can use to call in my tesclasses. What I want to achieve is small buildingblocks with which I call another method if a lookupfield needs to be filled. I ...
2
votes
0answers
191 views

Issue with Datacloud.FindDuplicates & County-State-Picklist & PURGE Data

We have a strange issue arising in the context of the Salesforce Standard Deduplication functionality. It happens only, when Country-State-Picklist are enabled and a record (Account) is set to a ...
1
vote
1answer
904 views

Set.contains() not working

My set contains custom JSON elements. When i try to use set.contains() method to check if the set has the JSON element it fails. MY JSON DATA: public uJSON(Id id,String name, Boolean manager,Id ...
0
votes
1answer
504 views

Customize alert text in duplicate rules.

Alext text in Duplicate Rules : Is it possible to use custom labels for the alert text ?...i need to show the alert in 2 different languages. I tried using custome labels it is not working !
1
vote
2answers
607 views

How do I track and manage multiple leads for the same contact but from different sources?

I'm trying to find a way to track the leads that I get from different channels but which are for the same lead/contact. For instance, if I have a potential client contact us through our website, but ...
0
votes
2answers
559 views

Inserting duplicate contacts not causing `DuplicateError`

I'm trying to insert duplicate contacts inside this test method to cause a DuplicateError, however the call to Datebase.insert(duplicateContact, false) succeeds without errors. I want the error. I'm ...
0
votes
0answers
444 views

Cross Field Matching Rule - Duplicate Rules

On Contact record we have two email fields - Email and Personal_Email__c. We want to identify records as matches if any of the email address fields match any existing email addresses in those fields ...
0
votes
1answer
801 views

Detect if duplicate rules are enabled on an object

I've noticed that theDatacloud.FindDuplicates.findDuplicates() method will not return gracefully if there are no active duplicate rules for the object. Instead, it throws an exception System....
1
vote
1answer
1k views

Getting error: 'Update Failed… DUPLICATES_DETECTED' even with duplicate rule set to 'Allow'

I am trying to update a list of Contacts which is failing because of duplicate being detected. My duplicate rule field 'Action on Edit' and 'Action on Create' is set to Allow. code: if(...
0
votes
2answers
412 views

Duplicate Rules : Contact Mobile & Phone

We are facing an issue with duplicate rules on contact. When we create a new matching rule like below Please find the below rules setup. (Contact: MobilePhoneEXACTMatchBlank = FALSE) OR (Contact: ...
1
vote
1answer
129 views

Duplicate lead management

In my org we have implemented Duplicate matching rules for leads. We have the Lead object being referenced in 2 custom objects (Enquiry__c & Needs_Analysis__c , simple lookup relationship). In ...
0
votes
1answer
963 views

Web to lead creating duplicate leads [closed]

Can any one please help me in below scenario, We have implemented web to lead functionality in our project. from this duplicate leads are getting created. How can I figure out reasons for this ?
0
votes
1answer
157 views

Insufficient Privileges exception when calling DataCloud.FindDuplicates.findDuplicates

For some users, calling DataCloud.FindDuplicates.findDuplicates throws an Insufficient Privileges exception. It would appear to be a permissions issue but I have not been able to figure out what ...
1
vote
0answers
121 views

How to display duplicate contacts on custom lead convert page?

I have a custom lead convert page. We have enabled the data.com duplicate rules, and now, when there is a duplicate contact upon conversion, I get an error on the custom page: Error:...
1
vote
1answer
552 views

Find original record in duplicate result: Datacloud.DuplicateResult

I'm writing some code to search for duplicates for a list of contacts. I need to be able to map the duplicates to the corresponding original/master contact. I haven't been able to find any ...
0
votes
1answer
53 views

Duplicate Management Soql not finding a duplicate that displays on contact's related list

We just activated Salesforce's native duplicate management on an existing org. The users are still in classic, so in order to make it really noticeable that there is a duplicate, I'm creating a vf ...
1
vote
3answers
584 views

Making sure a list is unique [closed]

I'm running into an interesting problem while trying to insert records from a class that runs on Insert and Update. So when the parent record is created, we have some logic that looks at the parent ...
2
votes
1answer
31 views

Duplicate Rule not firing for sample data Installed from Trialforce Template

I found out today that a duplicate rule on one of my objects does not fire. After doing a lot of testing I found out that it only doesn't fire for records which were installed as sample data when the ...
2
votes
0answers
469 views

Suppressing contacts from Data Extensions where multiple ID's exist?

So our Salesforce database contains over 700k contacts, with about 100k of those being duplicate email addresses with different Salesforce ID's attached. This happens due to injecting in data from ...
0
votes
1answer
399 views

What does merging duplicate Leads/Contacts/Account do at the record and related record level?

I am exploring the Duplicate Merge features in Salesforce Lightning Experience. I am wondering exactly what happens when you choose to merge records: Do the merge-from records get deleted? Do the ...
5
votes
1answer
3k views

Upsert on Salesforce record cries about Duplicate Record despite that Lead not existing at all, like anywhere?

I am using this API package to Upsert a Lead onto Salesforce using a custom External ID which is the user's email stored in MySQL. Once a while, due to no reason whatsoever, Salesforce would cry out ...
0
votes
0answers
734 views

Duplicate Rule does not fire for old records

I' am having an issue with Duplicate rule. For some reason, duplicate rule is not firing on old records but works fine for new records. Below is the scenario. Initially, I created a Test User(User1) ...
6
votes
1answer
272 views

Duplicate management: Matching records with filled in value vs empty value

Looking for some bright minds who maybe see a workaround for my problem: We want to use the standard matching rules to identify potential duplicate contacts. An issue that keeps coming back is: we ...
0
votes
2answers
548 views

Setting DMLOptions in an update

I am currently trying to bypass a DMLException thrown by a duplicate rule in an update event just like I bypass it in an insert events, that is by setting the DMLOptions.DuplicateRuleHeader.allowSave ...
3
votes
1answer
292 views

Non-Duplicates are being detected as duplicates

I'm trying to run the following unit test: @IsTest static void testInsertContactWithMultipleDuplicates() { { TriggerManager.allTriggersDisabled = true; Contact dupRecord1 = new ...
0
votes
1answer
256 views

Duplication Rule not firing for user even we having duplication rule for Account name

Create Account "Test Sample" as system admin. Then I logged in as custom profile user, create a lead with company name "Test Sample". I tried to convert the lead it doesn't show the matching account ...
1
vote
1answer
79 views

Trigger on Leads that checks to see if another Lead or Contact has the exact same name

I have created a trigger that checks to see if another Lead or Contact has the exact same name. How I can avoid the for loop inside for loop to compare old and new lead values and avoid running ...
2
votes
0answers
295 views

Developing an enhanced Duplicate Management feature, as standard as possible [closed]

Due to business needs, we are currently using a slightly different system than the standard for duplicate detection, but, we would still like to use as much as possible of the out-of-the-box ...
0
votes
1answer
384 views

Duplicate Management - Fuzzy Phone detection not Working?

I have a duplicate rule where I check for a Fuzzy Mobile or Phone, on the Lead Object. I have stumbled with a use case where the Phone on Lead 1(for the sake of the example) is something like: +49 ...
0
votes
1answer
1k views

Trigger: Catch duplicate and update existing record

I'm trying to write a trigger that can not only detect a duplicate but can update the existing record (similar to an upsert operation). For several reasons, we are unable to actually use upsert. ...
1
vote
2answers
760 views

Deduplicate array in javascript based on id value in array

I have a array which is a collection of 2 arrays which has duplicate Id records how do I deduplicate these in javascript. Filter is my primary array to which I add opleidingfilter. Filter array ends ...
0
votes
1answer
182 views

How to avoid creating Duplicate Task when Risk Score is Changes?

My Requirement is When Risk Form is Approved, Based on the Risk Score I want to create a task. Scenario 1: If Task Score is less than 50 & More than 25 then Only 1 task (Subject Name: High Risk ...
0
votes
1answer
746 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 ...
1
vote
1answer
534 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 ...
1
vote
0answers
72 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 ...
3
votes
1answer
417 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 ...
0
votes
1answer
668 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 ...
1
vote
0answers
89 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
votes
1answer
465 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. ...
0
votes
0answers
673 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
votes
0answers
275 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
vote
1answer
5k 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 ...
0
votes
2answers
470 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 ...
0
votes
1answer
28 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 ...
0
votes
1answer
414 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?
7
votes
1answer
2k 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 : ...

1 2
3
4 5
7