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Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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0answers
27 views

Validation rule or Workflow process help on limiting users to 1 of each selection in a picklist

I have a plan picklist with 3 values (A, B, C) and a status with 3 values (Started, InProgress, Complete) all on the same custom Plan object. We want to prevent users to not be able to enter a new ...
10
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1answer
982 views

Why DuplicateRecordItem is working only after INSERT and not after UPDATE of the dupe-record?

One key requirement of good Data Quality is a good duplicate prevention and merge process. Salesforce has introduced very powerful mechanisms like Duplicate and Matching-Rules for all SObjects. ...
3
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1answer
2k views

Is the Potential Duplicate Standard Component also for Custom Objects on the roadmap?

I found that there is an Potential Duplicate Lightning Component (Standard) available for Lead, Accounts and Contacts. The components has also a merge process build in. This is very nice and important ...
1
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0answers
24 views

Language support for Salesforce DuplicateManagement

What are the languages supported by salesforce duplicate management feature? Unfortunately my attempt to match accounts with languages other than English failed. Thanks for your time, Sriram
0
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1answer
2k views

Duplicate Rule Issue when differentiating Record Types

We have a Custom Object 'Target' In our application.It has total 5 record types and each record type has respective duplicate rule. The purpose of the the custom object is to set the target for ...
0
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1answer
53 views

Allow the insert of Custom Records even if some of them fail as duplicates

I want to ignore a bunch of records (Custom settings in fact) and want the transaction to ignore Duplicate errors. All other errors should make the insert fail. If a duplicate exists simply skip the ...
1
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1answer
242 views

Duplicate Rule won't fire

I've created a custom matching rule and duplicate rule to stop Duplicate Accounts being created. My criteria is as follows (Name and Address Line 1) OR (Name and postcode) OR (Name and Town/City) OR (...
1
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1answer
5k views

Upsert failed - DUPLICATES_DETECTED

I am trying to import Contacts from external source abd im getting that error when i am inserting them into Database. The first time i insert them, there is no error, then if i try to insert them(the ...
1
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1answer
244 views

Trigger to prevent duplication of records not working on cloning record for the first time

One of my object is having Lookup Relationship with Account. I want a functionality where we can not allow to have 2 records with the same Name, same Related Account, and same Owner. I have tried 2 ...
1
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1answer
2k views

How to de-duplicate email addresses in journey builder?

I am trying to send emails through journey builder but if a person has multiple accounts with the same email address, I only want them to receive one email. I've tried this exclusion script: %%[ ...
0
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1answer
44 views

Accounts clean up using Cloudingo

I have a task in hand to clean up the accounts, basically, remove all the duplicates accounts, The tool my client asked to use is Cloudingo, I am very new to SF administration and Cloudingo, can ...
0
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1answer
2k views

Why won't my Duplicate Rule fire?

I created a new Duplicate Rule for Account that should fire when an Account has the same (Name and Site) or (Name and Billing City). A custom matching rule was made however the rule still will not ...
2
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1answer
3k views

LookUp(User) field is not showing in Matching Rule Criteria

I am trying to create a matching rule for one of my custom object.In Matching rule criteria I want to add SalesPerson field which is lookup(User) field on custom object but somehow I can not find ...
0
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1answer
332 views

Marketing Cloud Business Unit Copy

I have a Parent and Child Business Unit hierarchy and I want to duplicate a "template" child BU numerous times. It is setup with data extensions, imports, extracts, queries and all the things I need ...
0
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3answers
3k views

Can anyone suggest a good Mass Duplicate Leads Merge Free tool?

what are the best Free tool for lead find duplicates and merge? Default lead merge only allows three records to merge. I need to merge more than one records We have figured out 1500+ leads which have ...
1
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0answers
382 views

Notify owner when duplicated lead comes through web-to-lead form

Salesforce is already doing a fine job stopping duplicated leads from being created through web-to-lead forms. The only problem is that the only notification is a "Salesforce Could Not Create This ...
0
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1answer
247 views

Duplicate check before adding new client

As we already have matching rules and duplicate rules in salesforce.I want to implement duplicate check as described below: I want to create a custome button that overrrides the salesforce standard ...
1
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1answer
107 views

Apex to run cross-object duplicate detection (Leads vs Contacts)

I have the following code that checks Phone, Phone2 and Mobile for Leads and gives an error if a Lead with the same phone exists, before saving the new record. How do I turn it into a code that will ...
0
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1answer
227 views

Remove based on duplicated field value, set based on parent field

I have a list of rules that are a detail record for requirements. If any two rules have the same parent I would like to remove one of them from the list (doesn't matter which one). I thought I could ...
1
vote
1answer
231 views

How to make a duplicate check on existing records?

My requirement is to build a visualforce page with a controller, where i can show the user the records that are matched by a duplicate rule, for this i would like to know if it is possible to invoke a ...
3
votes
2answers
874 views

How do I find duplicates using OOTB duplicate management without performing a DML operation?

We are trying to get duplicate records for Leads, but it looks like we need a DML operation in order to do so (the code I'm referring to is post 2 on this thread https://developer.salesforce.com/...
2
votes
1answer
714 views

How to query or report on Duplicates Match

I am using Duplicate Management; Matching Rules; Duplicate Rules from Salesforce, standard out of the box. This helps a lot to stop the bleeding and limit the manual duplicate generation. I notice ...
2
votes
1answer
647 views

How to prevent duplicate user in before insert and before update event in custom object?

I am trying to prevent duplicate users while creating the record in custom object which is having look-up relationship. The code is executing fine in before insert, But when updating same record with ...
4
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2answers
7k views

Meaning of Error : Maximum number of duplicate updates in one batch (12 allowed)

Lately I have came across an Error as given below. Maximum number of duplicate updates in one batch (12 allowed). Attempt to update Id more than once in this Api call I was able to solve the issue ...
1
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0answers
43 views

DemandTools Encrypts Field in Conditions

I'm trying to create conditions for a single table deduping scenario and I noticed I'm not able to add an encrypted field to my conditions even though I'm able to add the same encrypted field to my ...
1
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2answers
106 views

pageMessages should ignore Database.insert(records, false) errors

I am creating some records in my controller but some of them might fail during insert due to duplication, so I use Database.insert(records, false). It works just fine and ignores records that already ...
1
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0answers
22 views

Prevent duplicate Insertion of records? [duplicate]

I have written a trigger to remove the duplicate insertions but it allows duplications please check it once where sholu i mistaken this is my trigger trigger DuplicateCateCase on Case(before ...
0
votes
2answers
2k views

Display error message if same record exist with combination of some fields?

I have taken three fields from case object called AccountName, IntegrationTo__c and SfType__c (checkbox). I have created one case record with a specific combination of three fields. For the second ...
0
votes
2answers
88 views

Duplication trigger is not working as expected

Hi friends we have preventing users to create new leads with same email id.But trigger is needs to fire only when record creation. Everything is working fine.But when i try to upload leads through ...
0
votes
1answer
122 views

Use SOQL for cross-field duplicate detection

Is it possible to use SOQL to compare two different fields for duplicate values across records? For example, I need to check them on 2 different records. They would be "duplicates" if Phone from ...
1
vote
2answers
963 views

Duplication prevention logic need for trigger bulk insert?

I wrote a trigger to find the duplicate and add error in the trigger.Before insert context Set<string> appnameSet = new set<string>(); for(test1__c test : trigger.new) { appnameSet.add(...
4
votes
1answer
1k views

DuplicateRuleHeader.AllowSave = True not working?

I've currently enabled duplicate rules for the Contact object and specified the "Action on Create" and "Action on Edit" to "Block" incoming duplicate Contact records. When testing with the example ...
3
votes
1answer
287 views

How to bypass duplicate rules with PHP toolkit

I got introduced to Salesforce just recently and needed to work with their API on a web lead form. I'm a PHP developer, so I'm using PHP toolkit (SOAP API) - some code samples here. I'm stuck with ...
2
votes
1answer
173 views

How to access potential duplicate for a record?

I have set up some duplicate rules on account object. These rules have identified potential duplicate accounts. I need to retrieve these potential duplicate accounts in code. Is there a way to do this?...
1
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3answers
143 views

How to get ids of duplicate names in contact

I have an account record named with sForceTest1. The sForceTest1 account have dup1,dup2,dup3,dup1,dup2 and dup3 contacts, By seeing those contacts, you can known that sForceTest1 have duplicate ...
1
vote
1answer
105 views

Deduplicate only one kind of customer

I'm using three DE for my sends, one per account type (to get metrics for each one of them in the tracking) in Content Builder. Is there a way to send an email, but only deduplicate one DE (my guest)?...
0
votes
0answers
265 views

Prevent duplicate records declaratively

Am trying to prevent users from creating duplicate records based on Date and Hour combination from Date/Time field.Since we cannot refer date/time field in Matching rule,so I had move this (Date+Hour)...
1
vote
1answer
1k views

Accessing a Duplicate Rule's Matching rules via Apex

I'm trying to access the matching rules associated to a Duplicate rule via code. Through the UI, it's easy enough to create a Duplicate Rule then add Matching rules to it. So I know there has to be a ...
0
votes
1answer
816 views

How do i Prevent Duplicate values on Custom Text area field?

I have a custom field on which i want to Capture the Serial number of an Asset. Now I want to have a validation rule on this field so that it eliminates duplicate values on this field. So that means ...
0
votes
2answers
970 views

Avoid Duplicate Email in Account on Update : Apex

In my Salesforce they are multiple accounts which currently have null value in their Email field. I am trying to figure out a way so that duplicate Email-ids are not entered. My current code is ...
1
vote
1answer
385 views

When merging Master Object, how to make ensure child objects are merged as well? (if possible)

In our Org, we are using Person Accounts; so Joe Smith can have preferences, for example he only wants red cars when renting. There's a duplicate Person, Joseph Smith, who of course only wants red ...
0
votes
1answer
2k views

Avoid Duplicate Id in a List

i have developed one visualforce page and it has multiple Group with Product and Bundle so, once user insert multiple Group with the Same product and same bundle then it's giving me an error as ...
0
votes
2answers
62 views

Can any one please tell me which one is the optimized code for preventing duplicate accounts to be inserted or updated

Which one of the following triggers are optimized for preventing duplicate accounts? trigger AccountDuplicateTrigger on Account (before insert,before update) { List<Account> ...
0
votes
0answers
37 views

Can we merge Lead using Mobile phone and other custom fields

In my org we have lots of duplicate Leads, few of them have same Email others have same MobilePhone and some have same value in custom field. Now when i tried to Find these duplicate Leads; it only ...
1
vote
1answer
171 views

Compile Error: line 5:20 no viable alternative at character '"' at line 5 column 20

I've written the below trigger but get this error: Compile Error: line 5:20 no viable alternative at character '"' at line 5 column 20 What's wrong with my code? How can I fix it? trigger ...
1
vote
1answer
303 views

How does the salesforce algorithm determine duplicates?

I am a salesforce user. In many instances, our system flags many contacts as duplicates when they are not. For example, sometimes it will flag distinct contacts as duplicates based on similar ...
1
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1answer
839 views

Duplicate related list records and put it in another related list. Both having same parents

I have a requirement where a related list records needs to be duplicated and put in another related list where both are related to the same parent. Has anyone built it?
1
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1answer
107 views

Exception NO_ACTIVE_DUPLICATE_RULE in findDuplicates() call - SOAP API

I'm trying out following code to find duplicate leads based on email ID: SObject[] inputSObjectArray = new SObject[1]; // Instantiate an empty Java SObject SObject searchCriteria = new ...
0
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1answer
365 views

Want to restrict the duplicate account

Want to restrict the duplicate account. I tried with the below code. It is working fine on insert and not working on update. When I edit any account record it is giving error as duplicate. Can any ...
0
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1answer
136 views

Config Flow to Create a Record A Using Record B Data and Reevaluate B Records to Associate Record A to Other B Records and Avoid Duplicating Record A

I have configured a complex flow for a data sync using an ingest file and mostly fast elements to update and create records. For context, I am working with a child object, contact role, to drive ...

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