Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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5
votes
2answers
702 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
539 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
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
votes
1answer
462 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
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
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
97 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
703 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
235 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
101 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
436 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
887 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
291 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
443 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 ...
16
votes
3answers
9k 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 ...
3
votes
3answers
2k views

Is there a way to avoid sending duplicate email alerts?

I handle our support cases. I have a workflow rule that when a case is updated it sends a notification to the Case Owner and to the manager of the Account. Sometimes these two people are different, ...
2
votes
2answers
648 views

Get most recent record when duplicates are found

I'm trying to do a query of child objects that looks like this List<Child__c> childList = new List<Child__c>(); childList = [SELECT Id, Status__c, Team_Member__c, Deactivation_Date__c ...
0
votes
1answer
481 views

Record Insert Delay - a Salesforce “queue” - avoiding Duplicate Leads/Contacts

I have been researching this, and am coming up with very little. I'm coming here before I attempt talking to Salesforce. General I've noticed in the past 2+ months that when inserting a new record, ...
1
vote
1answer
197 views

Find Duplicate before create custom object record

I'm new to trigger and trying to write one that will create custom object Existing_Service__c based on OpportunityLineItem when Oppty stage is Won - All Approved. But I've facing a few issues: - How ...
1
vote
3answers
2k views

how to remove duplicate leads already present in salesforce

Is there a way I can get rid of the duplicate leads already present in the system based on email, then phone , name etc and retain the activity history on the leads which would be found as duplicates. ...
7
votes
2answers
7k views

deduping existng leads and contacts

We have a client of ours who has a lot of duplicate leads and contacts in their system. Now they finally decided to clean it up. What are the options available to effectively dedupe existing records ...
2
votes
2answers
112 views

Code Coverage 70% but I can't figure out how to make it to 75% or 100%

I am new to triggers. I will admit that but this is my first trigger and I really want it to work! My problem is that I still am receiving only 70% Code Coverage when the trigger works fine in ...
2
votes
0answers
153 views

Code coverage is 70% and I get a DUPLICATE_VALUE issue

Code coverage is 70% and when I dive into the problems I get a duplicate error. Please help I am new to writing triggers. Thank you ahead of time! Problem on several Lines Message: [object ...
3
votes
1answer
2k views

<unknown> duplicates value on record with id: <unknown>

As part of an ant deployment, to recently cleaned Org, I get the following: All Component Failures: 1. objects/CustomObject__c.object (CustomObject__c.SomeQueue) -- Warning: Added entity: ...
0
votes
3answers
130 views

Salesforce trigger prevent duplication

I have written a trigger which prevent duplicate name. please refer following condition. "Test" and "Te st" are same name (which mean don't need to consider any in between spaces.) "TEST" and "test" ...
1
vote
2answers
1k views

Trigger to check Duplicate Email on Lead is not working when updating a lead

I took this code from cookbook but the problem is it's throwing error message when i open and edit the existing record can somebody tell me where i'm going wrong. if open existing record and give ...

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