Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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74 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
93 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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3answers
149 views

Making sure a list is unique [closed]

I'm running into an interesting problem while trying to insert records from a class that runs on Insert and Update. So when the parent record is created, we have some logic that looks at the parent ...
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2answers
593 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
98 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
239 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
2k 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
283 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
49 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
535 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
686 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
276 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
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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0answers
21 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
38 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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1answer
350 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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2answers
86 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
35 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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1answer
348 views

Removing duplicate values from picklist

I am trying to extract picklist value from a custom object Product__c, but I am getting duplicate values in the dynamic picklist. Controller Code public class VFOnlineShoppingController { //...
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1answer
59 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
499 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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0answers
74 views

How to display duplicate contacts on custom lead convert page?

I have a custom lead convert page. We have enabled the data.com duplicate rules, and now, when there is a duplicate contact upon conversion, I get an error on the custom page: Error:...
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1answer
276 views

Find original record in duplicate result: Datacloud.DuplicateResult

I'm writing some code to search for duplicates for a list of contacts. I need to be able to map the duplicates to the corresponding original/master contact. I haven't been able to find any ...
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0answers
63 views

Salesforce to Salesforce with Duplicate Management: How to detect duplicate lead error?

I have S2S set up between two SF orgs (Source and Target). When a lead is created in the Source org then S2S creates it in the Target org. However, the Target org has Duplicate Management set up so ...
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0answers
59 views

Add a field to the Find Duplicates search

I'm re-creating our Find Duplicates button on the lead object, and was wondering if there's a way to add an additional field to this search (beyond Name, Last Name, Company, Email, Email Domain, and ...
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0answers
26 views

Validation rule or Workflow process help on limiting users to 1 of each selection in a picklist

I have a plan picklist with 3 values (A, B, C) and a status with 3 values (Started, InProgress, Complete) all on the same custom Plan object. We want to prevent users to not be able to enter a new ...
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0answers
21 views

Language support for Salesforce DuplicateManagement

What are the languages supported by salesforce duplicate management feature? Unfortunately my attempt to match accounts with languages other than English failed. Thanks for your time, Sriram
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1answer
136 views

Duplicate Rule won't fire

I've created a custom matching rule and duplicate rule to stop Duplicate Accounts being created. My criteria is as follows (Name and Address Line 1) OR (Name and postcode) OR (Name and ...
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0answers
282 views

Notify owner when duplicated lead comes through web-to-lead form

Salesforce is already doing a fine job stopping duplicated leads from being created through web-to-lead forms. The only problem is that the only notification is a "Salesforce Could Not Create This ...
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1answer
75 views

Apex to run cross-object duplicate detection (Leads vs Contacts)

I have the following code that checks Phone, Phone2 and Mobile for Leads and gives an error if a Lead with the same phone exists, before saving the new record. How do I turn it into a code that will ...
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1answer
205 views

How to make a duplicate check on existing records?

My requirement is to build a visualforce page with a controller, where i can show the user the records that are matched by a duplicate rule, for this i would like to know if it is possible to invoke a ...
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0answers
39 views

DemandTools Encrypts Field in Conditions

I'm trying to create conditions for a single table deduping scenario and I noticed I'm not able to add an encrypted field to my conditions even though I'm able to add the same encrypted field to my ...
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0answers
19 views

Prevent duplicate Insertion of records? [duplicate]

I have written a trigger to remove the duplicate insertions but it allows duplications please check it once where sholu i mistaken this is my trigger trigger DuplicateCateCase on Case(before ...
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2answers
1k views

Duplicate rule not firing

I created a matching rule and duplicate rule to prevent 2 account records with same value on "Sample" field from being created. I created the matching rule as "Sample" exact match. But when I try to ...
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1answer
211 views

When merging Master Object, how to make ensure child objects are merged as well? (if possible)

In our Org, we are using Person Accounts; so Joe Smith can have preferences, for example he only wants red cars when renting. There's a duplicate Person, Joseph Smith, who of course only wants red ...
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1answer
533 views

Duplicate related list records and put it in another related list. Both having same parents

I have a requirement where a related list records needs to be duplicated and put in another related list where both are related to the same parent. Has anyone built it?
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1answer
72 views

Exception NO_ACTIVE_DUPLICATE_RULE in findDuplicates() call - SOAP API

I'm trying out following code to find duplicate leads based on email ID: SObject[] inputSObjectArray = new SObject[1]; // Instantiate an empty Java SObject SObject searchCriteria = new ...
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0answers
255 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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0answers
50 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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2answers
107 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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3answers
50 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
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1answer
181 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
96 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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0answers
90 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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1answer
248 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
577 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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0answers
96 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 (...
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1answer
164 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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0answers
66 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 ...