Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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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 ...
4
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1answer
457 views

How to keep track of duplicate records across trigger chunks

Let's say I want to check records for duplicates before allowing insertion, updates or undeletes. Records are considered duplicates if they satisfy some equality comparison which involves multiple ...
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0answers
303 views

SOQL / Apex To Find Duplicates On A Junction Object ( OpportunityContactRole )

I have a rogue trigger that inserts duplicate OpportunityContactRoles when it shouldn't. I can't find the error in my code, but it's not a high-volume problem. It is, however, a daily low-volume ...
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2answers
642 views

Query Only Duplicated Records

One of my sales reps accidentally uploaded Lead records list twice into the Salesforce prod environment. How can I delete duplicated records? I've already used a query to find all records. The ...
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1answer
1k views

Duplicate error test class

I can't test some rows in my code with duplicates, I try to make duplicate error in different ways but nothing helps. Could you assist? Apex Class: public class AccountExtensionController { public ...
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0answers
802 views

System.DmlException: Insert failed. DUPLICATES_DETECTED Automatic email help

Apex Class global class EmailToLeadCanford implements Messaging.InboundEmailHandler { /** * Handling Inbound Email * @param Messaging.InboundEmail Email object * @param ...
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2answers
686 views

Salesforce Duplicate Management - Importing Duplicates

I have Duplicate management implemented in our org. We do a fuzzy match on account names, but allow users to save if there is a possible duplicate. I have just imported a number of account, of which ...
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0answers
60 views

How to Notify current lead owner when duplicate lead is created

Using Data.com Duplicate Management: Matching and Duplicate rules, I want that when a duplicate lead is triggered: The duplicate lead will NOT be created in SF The original lead will get updated and ...
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1answer
207 views

Handling duplicates in VisualForce page: standard code does not work

I want to handle duplicates in my custom VF page, by detecting an error after an insert action, presenting the duplicates, and having the user choose one of these or create a duplicate. Salesforce ...
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2answers
46 views

Eliminate Duplicates

We need to start a data cleansing exercise in our Salesforce org. We have a large number of leads (approx 15 000) and some of those leads already have a contact in Salesforce. I would like to clean ...
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2answers
143 views

Duplicate Leads from License Management App

We have an App on the AppExchange and for some reason, we get Leads with the same email address and name as duplicate with that Lead Source. Does anybody know why this is, and/or how to prevent this? ...
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1answer
846 views

Lead Conversion- sometimes merges with existing contact and sometimes doesn't..why?

Sometimes when my users are converting leads, after they click "Convert", it will bring up another screen asking if we want to merge the lead with an existing contact. This is not consistent and ...
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2answers
1k views

Why isn't the DuplicateRecordItem trigger bulkified when triggered by the Automated Process user?

The DuplicateRecordItem trigger doesn't seem to be bulkified when triggered by the Automated Process user, and I'm wondering if anybody here has experienced this or might know why. This could be a ...
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1answer
413 views

AllorNone inside Before insert Trigger - Duplicate Checking

Can someone explain to me in very simple how the AllorNone works in a before insert trigger? I was under the assumption that AllorNone is default false. I have a before insert trigger that checks for ...
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3answers
129 views

Custom Object — duplicate record

I have a custom object and we have a lot of records of same name under it, how do i make a list with no duplicate values in list
2
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1answer
1k views

External Id in salesforce

I have an external system that needs to update a record in my org. This system only knows the external id, but the problem is that this external id is not unique, e.g. multiple records might have the ...
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1answer
296 views

Updating existing record creating new account in salesforce

I have created a Event Staging object and a trigger which creates Events/Event Relations after insert of an Event Staging record. There is a field meetingUID on EventStaging.It is not set set to ...
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1answer
185 views

On what criteria Merge Accounts auto select the Master Record

Note: From my observation it doesnt check Master Record based on the most number of fields populated. And also not because of the oldest Account record in merge.
13
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1answer
202 views

Developer Edition with Namespace: duplicate triggers?

In my namespaced Developer Edition org, I started using Cloud 9 IDE, which, despite being a beta, is pretty amazing. However, in one of my orgs, Cloud 9 refused to work without any explanation. I plan ...
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2answers
3k views

Find and merge all contacts with duplicate email addresses

I have a data cleaning scenario where I am trying to identify all contacts with a duplicate email address listed on another contact and merge the 2(or more)? Any way I can do this in mass?
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2answers
186 views

System.LimitException: Too many DML rows: 10001 because of Duplicate Records [closed]

I have Limitations error. Found out that i am adding Duplicate values to the List. How do i verify that i am not adding Duplicates. public void financialAccountforContactAndAccounts(List<...
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1answer
1k views

In Apex Trigger distinguish between contact created by lead conversion and new contact

Note: I am a fairly new apex developer so I apologize if this is a basic question. I'm working on an apex trigger which will prevent a contact from being created when there is an existing lead with ...
1
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1answer
139 views

Prevent insert of one record while another is inserted

I am currently having a VF page where when a customer pushes a button, a new custom object PRL__c is created for a certain contact and cardType. Before it is inserted, I perform a check: List<...
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1answer
50 views

Triggered send duplication query?

I have setup an EnhancedFTP triggered automation. In the automation studio it looks like this as I'm using 4 filter's to send 4 different variations of an email. My problem is: I only want to ...
2
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0answers
80 views

Build Duplicate matching rule for long text fields using a custom hashCode

To find duplicates of a custom object I planned using Salesforce.com's native Duplicate Management functionality. I was a bit disappointed to see that matching rules are not able to compare Long text ...
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0answers
2k views

Can I remove duplicate lines from a report?

Our marketing division wants a report of everyone involved in our conferences. I am able to get this with a report that looks at contacts, opportunities (tied to conferences in a given year), and ...
2
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3answers
8k views

Bypass validation rules / duplicate rules during Import via DataLoader

I'm trying to import some data into a standard object like Account via the DataLoader. The problem is that, I have a duplicate rule on a specific field, and I set this field as required. When I want ...
2
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1answer
227 views

Where can I view untruncated Duplicate Error Logs

Duplicate Error Logs as rendered through Data.com Administration > Duplicate Management > Duplicate Error Logs are truncated around 250 characters. Is there anywhere else to view these completely? I ...
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0answers
96 views

Duplicate Management on existing Duplicate Contact Records

I'm trying to implement Duplicate Management in my Org Salesforce. Everything seems clear but one thing really bothering me. While creating a new duplicate Rule, in the Actions section, "Action on ...
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2answers
1k views

How to show all the duplicates Account Names?

While running the following query it returns only one duplicate account name but not all the accounts that has the same name.How to get other matching duplicate names? acc = [SELECT Name,count(id),...
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1answer
317 views

Accepting duplicating records and notifying user about duplicate record

We are using Professional licence for our org and the salesforce system is integrated with a marketing automation tool so that leads will enter to salesforce through the Marketing tool. A single ...
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1answer
64 views

Similar Apps like DupeBlocker 3

We have a lot of duplicate data in our org (Contacts) and we want to clean up this data. I have come across an app called DupeBlocker 3. Are there similar apps which provide the same functionality and ...
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1answer
1k views

Duplicate Management when converting leads

I have created a duplicate matching rule for accounts and for contacts. When I create a new account or new contact, both matching rules will fire and highlight possible duplicates. When I convert a ...
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3answers
874 views

What is the best/easiest way of finding and removing duplicate products?

We have over 350k products on our SalesForce and I have been tasked with identifying and removing duplicates. I'm just looking for some pointers from the Pro's to make this task a bit easier if ...
2
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1answer
83 views

How to change a user name in an expired trial org?

Suppose you want to add someone as a user to an org and you get the "Duplicate Username" error? And the person in question remembers that (s)he has in fact used that username in a trial org, which has ...
6
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1answer
3k views

Duplicate rules not triggering [duplicate]

Currently I am trying to prevent contacts with the matching first and last names from being assigned to the same Account. Currently on contact I have an custom Account Id field on contact that's ...
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0answers
103 views

Salesforce Duplicate Management

I have created some duplicate rules and matching rules to avoid duplicates in the system. This works fine, but I cannot find any documentation on the following: What is the difference between Save (...
2
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0answers
30 views

How can we do a Trialforce duplicate username check, before generating a Trial for customer?

Can we leverage anything from platform in detecting a duplicate username before hand for Trialforce registered customer orgs? The practice currently being followed is, user fills in the info (...
1
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1answer
270 views

Upserting Duplicates despite three part primary keys

Context: Someone in charge of customer journeys discovered duplicates in a resulting dataset based on one of our data extensions; we are now tasked with routing out the source of said duplicates. ...
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2answers
3k views

Duplicate Management Error in Process Builder?

I have a problem concerning the process builder. When the message "Duplicate Detected" is being displayed, and you press "Save, ignore warning", the users now get the error, that no flow could be ...
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2answers
2k views

How to duplicate synchronized data extension and put in data extensions folder

I need to essentially mimic a synchronized data extension but in the data extensions folder. I think what I need to do is duplicate the synched data extension into the DE folder, populate it from a ...
4
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2answers
5k views

I'm getting DUPLICATES_DETECTED errors when creating accounts that are not duplicates, via REST

When creating new accounts by posting to /services/data/v36.0/sobjects/Account/ I'm getting DUPLICATES_DETECTED where there are no duplicates. When posting this JSON, this account is created {"...
6
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1answer
281 views

HashCode Deduplication?

Background: Ever since I found out you can Use Custom Types in Map Keys and Sets, I wondered if you can map data by the hashCode value. I suspect it's a bad idea. I understand the basics of how hash ...
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0answers
68 views

Add DupeCheck in custom new Lead-VisualForce, without Apex

I asked this question in a previous post but never received an answer I could realize. I'm working in a PE, so I don't have Apex and can only work with standard controllers. I had to create a VfP ...
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2answers
313 views

How can make a list duplicate records in list of records and How to send emails to that list at a time

I have a list of users. Users are nothing but contacts.
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1answer
2k 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
51 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
65 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
1k 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
735 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. ...

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