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Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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1answer
1k views

Duplicate Management is failing for data-loader loading two identical new records

I have created a matching rule based on a group of three fields; (Campsite: f1EXACTMatchBlank = TRUE) AND (Campsite: f2EXACTMatchBlank = TRUE) AND (Campsite: f3EXACTMatchBlank = TRUE) Here F1,F2 ...
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1answer
49 views

Track when a user ignored duplicate management warning and creates record?

I have the following requirement: When a user clicks "create and ignore warning" when creating a record and thereby overrules the duplicate management, I need to have a list of these records which ...
2
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1answer
59 views

Performance under large data - standard features

When the number of records in the database increase, logically there must be decrease in performance. This degradation can be explicitly observed in SOQL/list view/reports on such orgs especially ...
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1answer
693 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....
2
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1answer
549 views

Account Id field not available in 'Standard Fields' list of Contacts

I have a requirement where we need to prevent Duplicate Contacts. The criteria should be based on First Name, last Name and Account id. I am trying to implement 'Duplicate management' functionality. ...
3
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1answer
2k 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 ...
7
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0answers
215 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 ...
4
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2answers
996 views

How in Visualforce to add the duplication error to a page

I had to create a vfp for the "Lead new"-page, because I had to add a few lines of jscript into it. Now Duplicate Rules won't work properly. When I try to save a dupe I get the Error properly but ...
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0answers
33 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 ...
1
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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 ...
4
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2answers
3k views

What is the difference between Report and Alert on the Duplicate Rule means?

I started to use the Duplicate management tool recently. In the Duplicate Rule, there is the option to Alert, Report on a duplicate record. I understand the Alert option But what is the Report ...
0
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1answer
303 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....
9
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6answers
14k 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
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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
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1answer
511 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
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1answer
42 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
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0answers
162 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
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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
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0answers
544 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
117 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
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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
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1answer
246 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
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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
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0answers
288 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
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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
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 ...
0
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1answer
102 views

Importing using Datloader without creating duplicates [closed]

Is there a way to import into Salesforce without creating Duplicate Accounts or Contacts?
2
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1answer
333 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
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0answers
59 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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2answers
532 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
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1answer
370 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
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1answer
458 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
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1answer
352 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
119 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
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1answer
316 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
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1answer
151 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
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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
578 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
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1answer
615 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
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1answer
454 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
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
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0answers
409 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
168 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
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2answers
696 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
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1answer
535 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
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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
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1answer
45 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
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1answer
460 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
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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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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: ...