Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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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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2answers
3k 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 ...
2
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2answers
113 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
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1answer
228 views

Can Salesforce Duplicate Management compare across objects?

Is is possible for Salesforce Duplicate Management matching rules to compare across objects? This article talks about cross-object duplicate rules: https://focusonforce.com/configuration/native-...
2
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1answer
179 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?...
2
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1answer
420 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 ...
2
votes
2answers
101 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). ...
2
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2answers
768 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 ...
2
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1answer
39 views

config vs code for matching/duplicate checking

If I'm inserting records, it's really easy to query to see if another record already exists with the same values in a before trigger. Code like this has worked for me: private static Map<String, ...
2
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1answer
263 views

Hitting Standard Duplicate Rule

I'm playing with a trigger exercise, that consists of creating a trigger to create 10 Opportunities whenever a account with more than 100 employees are created. I made the following: trigger ...
2
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1answer
151 views

Duplicate Cases while responding through outlook

I Have configured email-to-case. there is one support distribution group. there are three members(A,B,C) in the group and Email-to-Case address. when a customer sends an email to this distribution ...
2
votes
1answer
31 views

Duplicate Rule not firing for sample data Installed from Trialforce Template

I found out today that a duplicate rule on one of my objects does not fire. After doing a lot of testing I found out that it only doesn't fire for records which were installed as sample data when the ...
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
66 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 ...
2
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1answer
537 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
1answer
2k 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
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 ...
2
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1answer
749 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
674 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 ...
2
votes
1answer
751 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. ...
2
votes
1answer
484 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:...
2
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1answer
684 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?
2
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1answer
53 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 ...
2
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1answer
75 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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0answers
187 views

Duplicate management: Insert Account Id of duplicate record in API REST Response

I'm planning to integrate an external website with Salesforce. In Salesforce I used Matching and Duplicate rules in order to block the creation of new duplicated PersonAccount and those rules work ...
2
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0answers
255 views

how to deduplicate millions of records of custom objects [closed]

In an org of a client we have about 170 million records of mostly custom objects, with some single custom objects having as much as 70 million records on their own. The problem is that for about 10 ...
2
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0answers
875 views

How does Potential Duplicate Component and Duplicate Record Sets work?

TLDR: Can we retrieve duplicate records in 'View Duplicates' using Apex or SOQL. Details I am planning to create a list view with a column of 'View Duplicates' link or button. Similar to below image ...
2
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0answers
192 views

Issue with Datacloud.FindDuplicates & County-State-Picklist & PURGE Data

We have a strange issue arising in the context of the Salesforce Standard Deduplication functionality. It happens only, when Country-State-Picklist are enabled and a record (Account) is set to a ...
2
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0answers
481 views

Suppressing contacts from Data Extensions where multiple ID's exist?

So our Salesforce database contains over 700k contacts, with about 100k of those being duplicate email addresses with different Salesforce ID's attached. This happens due to injecting in data from ...
2
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0answers
297 views

Developing an enhanced Duplicate Management feature, as standard as possible [closed]

Due to business needs, we are currently using a slightly different system than the standard for duplicate detection, but, we would still like to use as much as possible of the out-of-the-box ...
2
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0answers
285 views

findDuplicates method - Not returning duplicates which are captured in User Interface

We have a matching rule on Contact which defines a dupe using the following logic: A fuzzy match on the first Name and Last Name and EITHER a fuzzy match on address (using street or postcode) OR a ...
2
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0answers
308 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 ...
2
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0answers
83 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 ...
2
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1answer
235 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 ...
2
votes
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 ...
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 (...
2
votes
1answer
6k 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 ...
2
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0answers
624 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 ...
2
votes
1answer
37 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 ...
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 ...
2
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0answers
165 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 ...
1
vote
1answer
5k views

How to surpass/ignore Duplicate Management Rules in Apex? [duplicate]

I have activated the standard Duplicate Management Rule on Contact to prevent duplicate records. When I try to create duplicate Contact records form SalsesForce side, it shows me a warning message ...
1
vote
2answers
109 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
vote
1answer
174 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
217 views

Upsert causes custom and standard Duplicate Rules to fire

Could you help me understand why does my duplicate rule is firing upon insert? This is the controller: Boolean idExists = false; List < Lead > leads = [SELECT Id, Name FROM Lead WHERE Email =: ...
1
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1answer
166 views

Upsert and DMLOption alternatives?

I have a fairly complex trigger that upserts accounts when records of a 2nd object are inserted or updated. We also have a duplicate rule in Account that is set to detect dupes but "Allow" if the ...
1
vote
1answer
952 views

Set.contains() not working

My set contains custom JSON elements. When i try to use set.contains() method to check if the set has the JSON element it fails. MY JSON DATA: public uJSON(Id id,String name, Boolean manager,Id ...
1
vote
1answer
83 views

Trigger on Leads that checks to see if another Lead or Contact has the exact same name

I have created a trigger that checks to see if another Lead or Contact has the exact same name. How I can avoid the for loop inside for loop to compare old and new lead values and avoid running ...
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
3k 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: %%[ ...

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