Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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123 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
582 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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3answers
695 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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0answers
74 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
95 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
27 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
25 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
268 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 Town/City) OR (...
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0answers
404 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
108 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
236 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
43 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
22 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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1answer
409 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
861 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
110 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
60 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
145 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
147 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
315 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
142 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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1answer
105 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
330 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
1k 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
104 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
281 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
69 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 ...
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0answers
52 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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0answers
59 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
740 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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0answers
177 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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0answers
39 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
172 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
221 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
241 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
126 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
493 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
199 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
3k 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
1k 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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2answers
342 views

How To Check For Duplicates Using SOQL and Apex

I am currently developing a csv importer for our Salesforce to deal with our way of quoting items, and I am currently trying to make it so that if the product has been added in, it detects whether ...
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2answers
132 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
367 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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1answer
38 views

Merge Statement on Duplicate Leads/Contacts

We currently have a web form that connects to leads in Salesforce - The issue with this is that we are finding that we have contacts with the same email address/similar names. It is possible in apex ...
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2answers
143 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
522 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
2k 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
65 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
44 views

Catch22 with almost-duplicate contacts (not recognized but can't change) [closed]

I have pairs of Contact records that ought to be merged. The dupes are obvious to humans (e.g. if one is Fred Hampton, the other might be Hampton Frederick or FredHampton FredHampton), but SF says We ...
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1answer
39 views

SFMC - SMS Data Extension, having multiple of the same mobile numbers (different Subscriber Key) in the DE - only sends to ONE of the duplicates [duplicate]

EDIT: Duplicates in sendable DE for MobileConnect is not a duplicate of my question. I recognize that this is a limitation of SFMC and am inquiring about any known workarounds. The linked question ...

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