Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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2
votes
1answer
332 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
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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). ...
2
votes
2answers
644 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
votes
1answer
26 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
votes
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 ...
2
votes
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
votes
1answer
1k 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
votes
1answer
457 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
393 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
3answers
5k 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
votes
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. ...
2
votes
1answer
243 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
votes
1answer
457 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
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 ...
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
0answers
141 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
votes
0answers
276 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
votes
0answers
276 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
votes
0answers
197 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
votes
0answers
61 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
votes
1answer
117 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
57 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
votes
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
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 ...
2
votes
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 ...
2
votes
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 ...
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 ...
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
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 ...
1
vote
1answer
3k 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
89 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
147 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
218 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
53 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
vote
1answer
1k 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: %%[ ...
1
vote
3answers
91 views

How to get ids of duplicate names in contact

I have an account record named with sForceTest1. The sForceTest1 account have dup1,dup2,dup3,dup1,dup2 and dup3 contacts, By seeing those contacts, you can known that sForceTest1 have duplicate ...
1
vote
1answer
162 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.
1
vote
1answer
867 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, ...
1
vote
1answer
49 views

Duplicate Rules: “The XXX field is invalid for this field mapping” - during deployment

During a deploy from source control to an org, I get this error: Contact.Standard_Rule_for_Contacts_with_Duplicate_Leads Duplicate Rule The Phone field is invalid for this field mapping. What would ...
1
vote
1answer
100 views

How to remove `Save (Ignore Alert)` and `Save & New (Ignore Alert)` buttons?

I have created a duplication rule so that when a new lead record is created to notify the user if there is an already existing lead. When there is an existing and duplicated lead I need to forbid the ...
1
vote
2answers
403 views

Deduplicate array in javascript based on id value in array

I have a array which is a collection of 2 arrays which has duplicate Id records how do I deduplicate these in javascript. Filter is my primary array to which I add opleidingfilter. Filter array ends ...
1
vote
1answer
300 views

Process builder custom duplication check

I've got an autolaunched flow which run whenever a Custom object adoption is created. The flow then links the adoption to a school, first by searching for one, and creating one if it doesn't already ...
1
vote
1answer
154 views

Trigger to prevent duplication of records not working on cloning record for the first time

One of my object is having Lookup Relationship with Account. I want a functionality where we can not allow to have 2 records with the same Name, same Related Account, and same Owner. I have tried 2 ...
1
vote
1answer
1k views

Accessing a Duplicate Rule's Matching rules via Apex

I'm trying to access the matching rules associated to a Duplicate rule via code. Through the UI, it's easy enough to create a Duplicate Rule then add Matching rules to it. So I know there has to be a ...
1
vote
1answer
228 views

How does the salesforce algorithm determine duplicates?

I am a salesforce user. In many instances, our system flags many contacts as duplicates when they are not. For example, sometimes it will flag distinct contacts as duplicates based on similar ...
1
vote
1answer
682 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 ...
1
vote
1answer
153 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 ...
1
vote
2answers
2k 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?
1
vote
1answer
107 views

Does Marketing Cloud deduplicate subscribers before making an A/B split?

I am configuring my first A/B split test with an email. I know that during a single send to a data extension, normally, Marketing Cloud will dedupe the DE's contents on the email address. However, I'm ...