Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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3answers
155 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 ...
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1answer
190 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.
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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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1answer
1k 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, ...
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1answer
835 views

I cannot get the workaround for the Process Builder - Duplicate Management bug working

There is this incredibly frustrating bug concerning a conflict between the Process Builder and Duplicate Management. Some people have suggested a workaround for it, but I can't get it to work, the ...
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1answer
114 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 ...
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1answer
210 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 ...
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2answers
786 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 ...
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1answer
545 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 ...
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1answer
251 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 ...
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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 ...
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1answer
311 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 ...
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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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1answer
213 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
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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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 ...
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1answer
43 views

At which level do duplicate rules work?

I'm trying to prevent the insertion of duplicate records from concurrent transactions. FOR UPDATE does not seem like a good candidate because the records are not updated, so there is nothing to lock. ...
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1answer
654 views

Problems with testing the population of duplicate information from DuplicateRecordItem on Account record

I have created three fields on Account to store information on the duplicates in the system. Standard duplicate rules apply. The fields are: Duplikat__c: a checkbox ID_Doppelte_Datensaetze__c: Id ...
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1answer
725 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 ...
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2answers
296 views

How to set Email Address as Primary Key on a Salesforce Campaign Entry Source Data Extension

I've created a journey using the Salesforce Campaign entry source. The entry source will enter records from 3 different SF campaigns. There's a possibility there will be duplicate emails in each ...
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1answer
1k views

Datacloud.FindDuplicatesResult: not finding any duplicates when they are

I am stuck when trying to look for a duplicate contact, I am using Datacloud.FindDuplicatesResult, however the system is not getting any duplicate so when it tries to save the record I get an: ...
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1answer
132 views

Duplicate lead management

In my org we have implemented Duplicate matching rules for leads. We have the Lead object being referenced in 2 custom objects (Enquiry__c & Needs_Analysis__c , simple lookup relationship). In ...
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2answers
1k views

Duplication prevention logic need for trigger bulk insert?

I wrote a trigger to find the duplicate and add error in the trigger.Before insert context Set<string> appnameSet = new set<string>(); for(test1__c test : trigger.new) { appnameSet.add(...
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1answer
105 views

Deduplicate only one kind of customer

I'm using three DE for my sends, one per account type (to get metrics for each one of them in the tracking) in Content Builder. Is there a way to send an email, but only deduplicate one DE (my guest)?...
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1answer
439 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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2answers
318 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
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 ...
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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, ...
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1answer
632 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 ...
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3answers
840 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 ...
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1answer
367 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 ...
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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. ...
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2answers
2k 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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0answers
20 views

Duplicate matching Business & Person accounts

Is it possible to implement a functioning duplicate rule across Business & Person accounts? I created a Matching_Name__c field on Account and a matching rule to look for an exact match of this ...
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0answers
19 views

DuplicateRecordSet not deleted after updating the record that triggered duplicate rule

I have a duplicate rule on Account that is triggered matching of a field. Once the duplicate rule runs, it identifies two accounts with the same field value as duplicate and a duplicate warning on the ...
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0answers
28 views

Duplicate Rule does not apply when condition is fulfilled only after update

I have a custom object with the following fields: active__c (Checkbox) value__c (Text) I want to make sure there are no two active records that have the field value__c populated with the same data, ...
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0answers
148 views

Contact duplicate rule condition is not working on Lead convert (Apex)

I have written custom Lead Convert apex class and vf page. I have a duplicate rule "active" on contact. The issue i am facing - When i try to convert a lead, contact duplicate rule's ...
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0answers
148 views

How to Deploy Inactive Duplicate and matching rule

Before Data migration, we perform some pre-steps to migrate the data (data from source to destination Should be same) Deactivating duplicate and matching Rules is one of the steps we perform as the ...
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0answers
117 views

Using Standard Duplication Rules with REST API

I am using the below code to find the duplicate contact using the duplicate rules setup in the org : Need Suggestion, as to how to find the relation between the payload and matched contacts array. ...
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0answers
182 views

Deactivating duplicate rules then redeploying as active does not activate duplicate rules

I ran into this situation: I have duplicate rules in a sandbox. I deactivated them manually. In my local code repository, I have the duplicate rules version controlled in package.xml: <types>...
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1answer
179 views

Failed to update Salesforce account because of DUPLICATES_DETECTED error even with Allow setting in Duplicate Rule

I'm using JSforce to integrate Salesforce into my app. When I update a Salesforce account from my end via JSforce update function, it got DUPLICATES_DETECTED error because Salesforce considers this ...
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0answers
34 views

How to use DuplicateRecordSet field: SobjectType

According to the documentation, DuplicateRecordSet there is a field SobjectType, however, after running the following code in Execute Anonymous, it doesn't appear that this field exists... Map<...
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1answer
156 views

Lead Trigger and lead.addError()

I have this problem with triggers: We have integration with our backoffice to receive leads. Unfortunately, we can't change this integration. It sends the leads when when it shouldn't. On insert if ...
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0answers
25 views

How to do alphanumeric only duplicate detection

I need to enabled duplicate detection and blocking on text fields that only checks the alphanumeric characters in the string and is exact for those characters. The available fuzzy algorithms do not ...
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0answers
89 views

Whats a good way to merge this bad pair of records, one a Contact and one a Person Account, with a unique external-ID field?

We have a checkered history at this company that caused all sorts of bad data. (I wasnt here then!) Person Accounts are enabled. Some of the customers are Person Account records, and some are just ...
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0answers
129 views

Why exact match doesn't work for Phone field in Matching Rule

I have created a matching rule and a Duplicate Rule that should block a user from creating duplicates. ((Lead: FirstNameEXACTMatchBlank = FALSE) AND (Lead: LastNameEXACTMatchBlank = FALSE) AND (Lead:...
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2answers
444 views

Process New Duplicate Rule on All Records

I created a new duplicate and matching rule for Accounts based on Shipping Address so that I can generate a custom duplicate account report. I have the report created but it appears empty and I ...
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1answer
40 views

Cannot Find Duplicate Management in Lightning

I am having difficulty managing matching rules in SF Lightning because I cannot get past step one of all the guides I have found. When I type "match" or "dup" into the quick find box, nothing comes up....
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2answers
662 views

How do I track and manage multiple leads for the same contact but from different sources?

I'm trying to find a way to track the leads that I get from different channels but which are for the same lead/contact. For instance, if I have a potential client contact us through our website, but ...
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1answer
1k views

Getting error: 'Update Failed… DUPLICATES_DETECTED' even with duplicate rule set to 'Allow'

I am trying to update a list of Contacts which is failing because of duplicate being detected. My duplicate rule field 'Action on Edit' and 'Action on Create' is set to Allow. code: if(...

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