Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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33 views

Why High Volume Customer Portal license is duplicated on PDE?

I am trying to implement a custom free package to screen scrape Salesforce Company Profile page and extract Users Licenses Total, Used and Remaining numbers. I was inspired by this idea and I believe ...
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57 views

Duplicate prevention and Merge on Account

We have an integration with a legacy system and we use an Unique ExternalID to send personAccount upserts back and forth between salesforce and the legacy system using JItterbit. However, that ...
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1answer
513 views

Email alert when duplicate occurred using Duplicate Management Tool

I have set up a duplicate rule with Report as active. What I need is when a duplicate occurred in the system for any sObject (in my case it is Account), it needs to send a email to a email address ( ...
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162 views

Duplicate Rule across objects

I have created a duplicate rule on Contact object and comparing records with the Account object. I had selected the matching rule as Standard Account matching rule. Action on Create & Edit: Allow ...
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37 views

Salesforce Visualforce Website has Lots of Duplicate Content Pages

I have a website based on Visualforce (Salesforce, force pages) that has 11681 duplicate content pages. This is obviously terrible for SEO ranking. I clearly have not got nearly that many pages but ...
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1answer
151 views

DuplicateRuleHeader includeRecordDetails not recognized

All my environments have been upgraded to the API Version 34.0 that was released on the Summer of 2015. I have created duplicated management rules, which I am trying to invoke via code behind of a ...
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1answer
168 views

Is there a way to update duplicate leads in an apex list

Hoping you can help.. We receive bulk email marketing data into Salesforce which creates 'events'. These events include things like the date, if any URL was clicked and if so, what the URL was. We ...
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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 ...
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0answers
99 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 ...
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2answers
429 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 ...
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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 ...
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3answers
2k views

Can anyone suggest a good Mass Duplicate Leads Merge Free tool?

what are the best Free tool for lead find duplicates and merge? Default lead merge only allows three records to merge. I need to merge more than one records We have figured out 1500+ leads which have ...
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2answers
643 views

Avoid Duplicate Email in Account on Update : Apex

In my Salesforce they are multiple accounts which currently have null value in their Email field. I am trying to figure out a way so that duplicate Email-ids are not entered. My current code is ...
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4answers
122 views

Mobile Push Demographics data shown multiple device ID for one contact in SFMC

I found that my contact ID in SFMC had shown multiple device ID in Mobile Push Demographics data. In actual, I only have 2 active device, but why in SFMC shown 4 device ID, and 3 of them are still ...
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2answers
55 views

Apex trigger to stop duplicate records into SF if email already exists on a person account

I have an existing trigger which converts leads into peron accounts if the company name is blank. Trigger AutoConvert on Lead (after insert) { LeadStatus convertStatus = [ select ...
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1answer
318 views

Want to restrict the duplicate account

Want to restrict the duplicate account. I tried with the below code. It is working fine on insert and not working on update. When I edit any account record it is giving error as duplicate. Can any ...
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2answers
71 views

How to build a testdatafactory without error : DUPLICATE_VALUE, duplicate value found: duplicates value on record with id: : []

I an trying to create a testdatafactory which i can use to call in my tesclasses. What I want to achieve is small buildingblocks with which I call another method if a lookupfield needs to be filled. I ...
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1answer
243 views

How to check Lower and upper case while duplicate check using trigger

I have below code public class AccountHandler { public static void AccountValidation(list<account> acclist){ set<string>AccName=new set<string>(); set<...
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1answer
1k views

Avoid Duplicate Id in a List

i have developed one visualforce page and it has multiple Group with Product and Bundle so, once user insert multiple Group with the Same product and same bundle then it's giving me an error as ...
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2answers
55 views

Can any one please tell me which one is the optimized code for preventing duplicate accounts to be inserted or updated

Which one of the following triggers are optimized for preventing duplicate accounts? trigger AccountDuplicateTrigger on Account (before insert,before update) { List<Account> ...
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1answer
36 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 ...
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2answers
136 views

Remove a duplicate Contact from all Journeys in Marketing Cloud

In Marketing Cloud, we had a duplicate contact (some with several email addresses) enter several journeys. I have deduped the Contact in Salesforce (which was in a Data Extension in Marketing Cloud), ...
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1answer
447 views

Web to lead creating duplicate leads [closed]

Can any one please help me in below scenario, We have implemented web to lead functionality in our project. from this duplicate leads are getting created. How can I figure out reasons for this ?
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1answer
331 views

What does merging duplicate Leads/Contacts/Account do at the record and related record level?

I am exploring the Duplicate Merge features in Salesforce Lightning Experience. I am wondering exactly what happens when you choose to merge records: Do the merge-from records get deleted? Do the ...
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1answer
336 views

Duplicate Username error in one sandbox but not in the other

I am trying to validate a change set and it's giving me a Duplicate Username error. The problem is that the same test passes in 2 other sandboxes. From my understanding if the same username is being ...
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1answer
408 views

Phone field matching rule does not work

I'm trying to de-duplicate and prevent duplicate leads in SFDC based on Phone numbers. I created a matching rule for Phone field with "exact" match. However, I found that it's allowing duplicate ...
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1answer
973 views

Duplicate Rule Issue when differentiating Record Types

We have a Custom Object 'Target' In our application.It has total 5 record types and each record type has respective duplicate rule. The purpose of the the custom object is to set the target for ...
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1answer
3k 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 ...
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1answer
136 views

Remove based on duplicated field value, set based on parent field

I have a list of rules that are a detail record for requirements. If any two rules have the same parent I would like to remove one of them from the list (doesn't matter which one). I thought I could ...
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2answers
2k views

Display error message if same record exist with combination of some fields?

I have taken three fields from case object called AccountName, IntegrationTo__c and SfType__c (checkbox). I have created one case record with a specific combination of three fields. For the second ...
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1answer
918 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
61 views

Similar Apps like DupeBlocker 3

We have a lot of duplicate data in our org (Contacts) and we want to clean up this data. I have come across an app called DupeBlocker 3. Are there similar apps which provide the same functionality and ...
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1answer
1k views

Duplicate Management is failing for data-loader loading two identical new records

I have created a matching rule based on a group of three fields; (Campsite: f1EXACTMatchBlank = TRUE) AND (Campsite: f2EXACTMatchBlank = TRUE) AND (Campsite: f3EXACTMatchBlank = TRUE) Here F1,F2 ...
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1answer
119 views

Duplicate Management Rule

I have Created a Duplicate Rule when inserting a new Contact, Contact Email find same Email value which is already existing Contact Email it should throw an error. I did it with Duplicate Management. ...
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1answer
460 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 ...
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1answer
17 views

records deduplication and sharing after insert [closed]

Here is my question: Org's personal account is enabled. The account sharing setting is set to private, sales team members Sales A and Sales B can not access each others' account records. Sales A and ...
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1answer
41 views

When does duplicate rule job run?

We had a duplicate rule setup but it looks like it wasnt set up correctly and there were a lot of duplicate record sets created. we have corrected the issue with the Duplicate rule setup . We ended ...
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2answers
106 views

Archive Accounts [closed]

What is the best way to archive accounts, after we have identified them as obsolete. ? I want to automate the process of archiving the obsolete accounts. These accounts become obsolete under two ...
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1answer
301 views

How to perform mass merge for duplicated records in a custom object?

I have a custom object A and a custom object B. Custom object A is the parent object. Custom object B is the child object. The relationship between custom object A and custo object B is a master-...
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1answer
79 views

i m trying to avoid duplicate product code in opportuinity line item but its not updating

trigger duplicatecode on OpportunityLineItem (before insert) { { Set<String> setProductCode= new Set<String>(); For(OpportunityLineItem nam : trigger.new) { ...
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1answer
383 views

Contact matching rules and Duplicate rules bypass using apex

I have a custom matching rule set up for contact. I used that in my contact duplicate rule. When users fill contact data and try to save contact SFDC shows warning with duplicate result. but user can ...
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1answer
66 views

Insufficient Privileges exception when calling DataCloud.FindDuplicates.findDuplicates

For some users, calling DataCloud.FindDuplicates.findDuplicates throws an Insufficient Privileges exception. It would appear to be a permissions issue but I have not been able to figure out what ...
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1answer
211 views

Duplicate Management - Fuzzy Phone detection not Working?

I have a duplicate rule where I check for a Fuzzy Mobile or Phone, on the Lead Object. I have stumbled with a use case where the Phone on Lead 1(for the sake of the example) is something like: +49 ...
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1answer
724 views

Trigger: Catch duplicate and update existing record

I'm trying to write a trigger that can not only detect a duplicate but can update the existing record (similar to an upsert operation). For several reasons, we are unable to actually use upsert. ...
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1answer
128 views

How to avoid creating Duplicate Task when Risk Score is Changes?

My Requirement is When Risk Form is Approved, Based on the Risk Score I want to create a task. Scenario 1: If Task Score is less than 50 & More than 25 then Only 1 task (Subject Name: High Risk ...
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2answers
202 views

SOQL Query - Where Condition

I have below query to search for Existing Contact before creating new Contact in Salesforce. If there is a Contact with matching email and another Contact with matching Phone - results are not ...
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1answer
217 views

How do you check for an existing lead, contact, person account by email address?

From a Custom Object record creation I'd like to check if an existing lead, contact or account exists via Email match. Please does any one have a step by step solution?
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1answer
681 views

Why won't my Duplicate Rule fire?

I created a new Duplicate Rule for Account that should fire when an Account has the same (Name and Site) or (Name and Billing City). A custom matching rule was made however the rule still will not ...
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2answers
78 views

Duplication trigger is not working as expected

Hi friends we have preventing users to create new leads with same email id.But trigger is needs to fire only when record creation. Everything is working fine.But when i try to upload leads through ...
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1answer
82 views

Use SOQL for cross-field duplicate detection

Is it possible to use SOQL to compare two different fields for duplicate values across records? For example, I need to check them on 2 different records. They would be "duplicates" if Phone from ...