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Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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1answer
42 views

How can I merge records in my SET?

My code is adding contacts in a loop. The issue I am trying to solve is that if I get more than 1 contact record with the same email address, I need to modify a custom field on the contact record ...
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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
63 views

Best way to get duplicate records [closed]

I have billions of records.But there are 4-5 records which are duplicate.What is the best way to get those duplicate records which must be optimized and have good performance.
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1answer
102 views

Importing using Datloader without creating duplicates [closed]

Is there a way to import into Salesforce without creating Duplicate Accounts or Contacts?
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1answer
370 views

How can I remove existing duplicate accounts and records at once?

How can I remove duplicate records for accounts and contacts at once from talent rover?I tried to use the dupe eliminator but I would have to search the accounts and contacts one by one and merge.Is ...
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3answers
130 views

Salesforce trigger prevent duplication

I have written a trigger which prevent duplicate name. please refer following condition. "Test" and "Te st" are same name (which mean don't need to consider any in between spaces.) "TEST" and "test" ...
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0answers
11 views

AgentWork object

I am working with the AgentWork object, the thing is several AgentWork are being created with the same WorkItemId, when its status changes. My doubts are: First, I do not understand why several ...
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1answer
18 views

Dedupe CloudPages DE records

I was building a test Cloud Page using the system CloudPages DE to capture user preferences. It had no problem capturing input information. However, when users re-entered their info and change their ...
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1answer
21 views

Finding semi duplicates

I have been given a list of 2000 accounts my sales rep got from some marketing company. Is there a better way than: SELECT AccountId, Name FROM Account WHERE Name LIKE '%Some row[1] substring%' ...
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0answers
26 views

Duplicate Record Sets - Action on “Compare and Merge”

How can i add an action (process builder or call Apex Class) on Duplicate Record Set Object when clicking this button on top right? Compare and merge? I want to add an action to somehow lock the ...
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0answers
28 views

How does Potential Duplicate Component and Duplicate Record Sets work?

TLDR: Can we retrieve duplicate records in 'View Duplicates' using Apex or SOQL. Details I am planning to create a list view with a column of 'View Duplicates' link or button. Similar to below image ...
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0answers
14 views

Ways to Add Custom Actions - Button on Duplicate Record Set

I would like when a user makes an update on the status of a Duplicate Record Set to show a custom confirmation message. Is there any possible way this could be achieved? Is i see, i cannot create ...
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0answers
17 views

Using the SOAP API, can I identify records marked as duplicates, before they're purged?

I've had a recurring problem where the copy of the Salesforce data in our data warehouse includes records which had been purged from Salesforce. This creates overcount in reports, undermining ...
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0answers
10 views

Duplicate check on lookup field

I want to create duplicate check based upon a lookup relationship but when I create a matching rule with only the lookup relationship field as a criteria I get error: Error: We can't save this ...
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0answers
20 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
17 views

Duplicate Report

Created duplicate report with a new report type (Account > Duplicate Record Sets) Going into some individual records and "Find Duplicates" there are no duplicate records all because they were already ...
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2answers
20 views

Report: Leads with same name and company

What SOSQL query can list Lead Names where the Name and Company have a duplicate. (to de-dupe Leads for the same person in the same company). This query won't execute as Count doesn't seem to support ...
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0answers
42 views

New duplicate rule not firing for existing records

I have created a new duplicate rule on account which does a fuzzy company name match and reports duplicates for inserts. I have the duplicate rule set to fire for edits as well and I created a dummy ...
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0answers
20 views

Mass Finding Duplicate Leads in Salesforce

Sales Rep has Uploaded leads into salesforce by adding them as campaign members. The leads under campaign members have many duplicates, can anyone suggest a method or a process to find out Mass ...
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0answers
25 views

Duplicate record not added to Database DuplicateRecordSet

We have activated the standard duplicate rules and matching rules for Account. Generally, they seem to work and the duplicate records get written into the tables DuplicateRecordSet and ...
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0answers
54 views

Email To Case with duplicate contacts (intentionally)

We have intentionally created duplicate contacts in Salesforce. Importantly these records have the same email address but the rest of the fields maybe slightly unique. For the sake of argument they ...
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1answer
67 views

Pardot Sync Issue

Background: We had 2 Salesforce orgs and each org was connected to its corresponding Pardot Org. Recently, we merged the 2 Salesforce orgs. However, the pardot orgs were kept separate. So, now we have ...
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2answers
104 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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2answers
279 views

Duplicate Management in Lightning - Matching Rules vs Duplicate Rules

In Salesforce Classic experience, we can manually search for duplicate records and pick and choose which ones we want to merge. In Lightning, however, this is not possible, and only records identified ...
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0answers
79 views

SOAP DuplicateRuleHeader allowSave Duplicate Request Body

After researching, it appears that the SalesForce REST API unfortunately doesn't have an equivalent allowSave option for overriding duplicates that the SOAP API has. I'm writing a Python client that ...
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0answers
14 views

B2C Contacts Mapping to proper Business Accounts

We are working for a new proposal and basically it deals with education services, we have Accounts(universities/departments) and contacts(professors with university mail id). For cases when a ...
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0answers
37 views

Lead and Contact Duplicate Rules Updated?

We noticed some unit tests failures in our sandbox environments, and they seem related to duplicate matching rules. We haven't updated the standard rules, but was wondering if Salesforce pushed an ...
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0answers
125 views

Best practices for importing leads and contacts from trade shows

I'm the new manager of a mid-size Salesforce org for a company that has some presence at industry tradeshows. At the end of each show, there's always a list of leads to be imported into a campaign. ...
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1answer
45 views

Filter Duplicate Record Items by Duplicate Rule

I have setup a "Duplicate Accounts" report following the Salesforce documentation provided but I then realized this is based on a rule that matches on Billing Address. What I need is a duplicate ...
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1answer
43 views

How to assign duplicate Leads with same Owner

Background Leads are created via web-to-lead which means website visitors can created multiple Leads within Salesforce. Also, Leads are assigned using a round robin method. Ideal Outcome If ...
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1answer
360 views

Identify and mark duplicate records in Opportunity using Apex and SOQL

I have about 400K records in opportunity object which needs a cleanup of duplicate records using a batch class. I don't want to delete the duplicate records, I want to check them as 'prospective ...
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1answer
209 views

Customize alert text in duplicate rules.

Alext text in Duplicate Rules : Is it possible to use custom labels for the alert text ?...i need to show the alert in 2 different languages. I tried using custome labels it is not working !
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2answers
261 views

Inserting duplicate contacts not causing `DuplicateError`

I'm trying to insert duplicate contacts inside this test method to cause a DuplicateError, however the call to Datebase.insert(duplicateContact, false) succeeds without errors. I want the error. I'm ...
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0answers
195 views

Cross Field Matching Rule - Duplicate Rules

On Contact record we have two email fields - Email and Personal_Email__c. We want to identify records as matches if any of the email address fields match any existing email addresses in those fields ...
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1answer
368 views

findDuplicates throws exception if there are no active duplicate rules

I've noticed that theDatacloud.FindDuplicates.findDuplicates() method will not return gracefully if there are no active duplicate rules for the object. Instead, it throws an exception System....
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2answers
135 views

Duplicate Rules : Contact Mobile & Phone

We are facing an issue with duplicate rules on contact. When we create a new matching rule like below Please find the below rules setup. (Contact: MobilePhoneEXACTMatchBlank = FALSE) OR (Contact: ...
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1answer
39 views

Duplicate Management Soql not finding a duplicate that displays on contact's related list

We just activated Salesforce's native duplicate management on an existing org. The users are still in classic, so in order to make it really noticeable that there is a duplicate, I'm creating a vf ...
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0answers
470 views

Duplicate Rule does not fire for old records

I' am having an issue with Duplicate rule. For some reason, duplicate rule is not firing on old records but works fine for new records. Below is the scenario. Initially, I created a Test User(User1) ...
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1answer
115 views

Duplication Rule not firing for user even we having duplication rule for Account name

Create Account "Test Sample" as system admin. Then I logged in as custom profile user, create a lead with company name "Test Sample". I tried to convert the lead it doesn't show the matching account ...
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0answers
594 views

Duplicate contacts report

I've been trying to figure out the best way to design a report to browse duplicate contacts, but I can't seem to find a solution I like. One of the solutions I found is using the famous Power of One ...
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1answer
24 views

How can I get duplicate nongroupable fields values in Macroinstruction Object?

how can i query non grouped field values using soql. Example: Select Macro.name,count(MacroId),target,value from MacroInstruction GROUP BY Macro.name HAVING count(MacroId)>1 i need target and ...
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1answer
41 views

Allow the insert of Custom Records even if some of them fail as duplicates

I want to ignore a bunch of records (Custom settings in fact) and want the transaction to ignore Duplicate errors. All other errors should make the insert fail. If a duplicate exists simply skip the ...
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1answer
40 views

Accounts clean up using Cloudingo

I have a task in hand to clean up the accounts, basically, remove all the duplicates accounts, The tool my client asked to use is Cloudingo, I am very new to SF administration and Cloudingo, can ...
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1answer
205 views

Marketing Cloud Business Unit Copy

I have a Parent and Child Business Unit hierarchy and I want to duplicate a "template" child BU numerous times. It is setup with data extensions, imports, extracts, queries and all the things I need ...
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1answer
176 views

Duplicate check before adding new client

As we already have matching rules and duplicate rules in salesforce.I want to implement duplicate check as described below: I want to create a custome button that overrrides the salesforce standard ...
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1answer
479 views

Duplicate Contacts (email address) - Using Email-To-Case?

Are there any documents to help with the scenario below? Salesforce Org where there can be more than one Contact with the same email address (different Accounts) Our org [will have] five (or more) ...
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0answers
175 views

Prevent duplicate records declaratively

Am trying to prevent users from creating duplicate records based on Date and Hour combination from Date/Time field.Since we cannot refer date/time field in Matching rule,so I had move this (Date+Hour)...
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1answer
456 views

How do i Prevent Duplicate values on Custom Text area field?

I have a custom field on which i want to Capture the Serial number of an Asset. Now I want to have a validation rule on this field so that it eliminates duplicate values on this field. So that means ...
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1answer
621 views

Convert a Lead and associate it to an existing contact in Lightning

When converting a lead in Salesforce classic, after clicking 'Convert' I am given the chance to attach it to an existing contact (from a drop down) from possible duplicates. This step is missing ...
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0answers
34 views

Can we merge Lead using Mobile phone and other custom fields

In my org we have lots of duplicate Leads, few of them have same Email others have same MobilePhone and some have same value in custom field. Now when i tried to Find these duplicate Leads; it only ...