Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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9
votes
6answers
13k views

Why does upsert cause a DUPLICATE_VALUE error?

I have a custom object, with a Text Name (ID) field. When I upsert two records with identical Name/ID, but otherwise different values, in two separate upsert statement, one record results, as expected....
2
votes
1answer
4k views

How to auto convert Leads (using trigger) into account, contact and opportunity

I want to write trigger which can automatically convert leads into account, contact and opportunity. What I have tried so far: trigger ConvertLead on Lead (after insert, after update,before ...
1
vote
1answer
440 views

Email alert when duplicate occurred using Duplicate Management Tool

I have set up a duplicate rule with Report as active. What I need is when a duplicate occurred in the system for any sObject (in my case it is Account), it needs to send a email to a email address ( ...
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
155 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 ...
2
votes
0answers
504 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
106 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 %....
0
votes
1answer
2k views

Duplicate Rule is preventing update on possible duplicate record(s) even with Allow setting

I have a duplicate rule (via Duplicate Management) on account. If an account looks like a duplicate, I have it set to Alert and Report but Allow the record to be inserted/updated. For some reason, ...
2
votes
1answer
204 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
265 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
62 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
56 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 ...
0
votes
1answer
95 views

Importing using Datloader without creating duplicates [closed]

Is there a way to import into Salesforce without creating Duplicate Accounts or Contacts?
2
votes
1answer
301 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 ...
0
votes
0answers
53 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
2answers
522 views

DeDupe Existing Records

We have recently enabled Data.com Duplicate Management System to prevent duplicates from getting created for Leads, Contacts and Accounts. It works fine. But we also want to remove duplicates from the ...
0
votes
1answer
340 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 ...
2
votes
1answer
416 views

Triggers on DuplicateRecordSet and DuplicateRecordItem

I'm trying to write an after insert trigger on DuplicateRecordSet and DuplicateRecordItem but the triggers never fire. Does anyone know if it is supported and how it can be done?
6
votes
1answer
328 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
114 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. ...
9
votes
1answer
295 views

Is Duplicate Management detecting duplicate records inside a bulk dml transaction?

I'm getting a really weird behavior from the new Duplicate Catcher in Salesforce. It seems like sometimes, the standard Duplicate Catcher will catch duplicate when doing a bulk operation, but some ...
1
vote
1answer
146 views

DuplicateRuleHeader includeRecordDetails not recognized

All my environments have been upgraded to the API Version 34.0 that was released on the Summer of 2015. I have created duplicated management rules, which I am trying to invoke via code behind of a ...
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
544 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 ...
3
votes
1answer
594 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 ...
2
votes
1answer
427 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
390 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
152 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 ...
5
votes
2answers
668 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
1answer
530 views

question about duplicate management and record types

I'm trying 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 ...
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 ...
2
votes
1answer
41 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 ...
0
votes
1answer
448 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 ...
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
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
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
3answers
640 views

Merge Accounts based on Account Number

I'm trying to help my users find Duplicates Accounts in Salesforce.. I've Created a nice URL Hack Button that direct the user to the merge Accounts page from the account page it self so I can add to ...
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 ...
1
vote
0answers
232 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
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
2answers
414 views

How to check if Visualforce page is already Open

I have a button in salesforce when clicked opens a visualforce page. And when the button is clicked twice it opens two windows of visualforce pages. I want the window to be opened only once. If the ...
1
vote
1answer
816 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 ...
1
vote
1answer
259 views

Cannot capture debug logs for Duplicate Management trigger

Does anyone know how to capture debug logs for trigger execution on the new Duplicate Management object DuplicateRecordItem? I've set debug logs for myself, and the execution of the ...
4
votes
1answer
411 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 ...
4
votes
2answers
2k views

Are Duplicate Rules Supported by Metadata

I've found how to reference Matching Rules by name in Metadata, but that's only the logic to identify a duplicate. I'm looking for how to reference Duplicate Rules by name in Metadata, which will ...
15
votes
3answers
8k views

Duplicate Matching Rules via rest API

So we are experimenting with the new duplicate matching rules in salesforce which seems to work great. My question is if its possible to use the more advanced features when working with data over the ...