Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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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 ...
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1answer
113 views

Config Flow to Create a Record A Using Record B Data and Reevaluate B Records to Associate Record A to Other B Records and Avoid Duplicating Record A

I have configured a complex flow for a data sync using an ingest file and mostly fast elements to update and create records. For context, I am working with a child object, contact role, to drive ...
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635 views

System.DmlException: Insert failed. DUPLICATES_DETECTED Automatic email help

Apex Class global class EmailToLeadCanford implements Messaging.InboundEmailHandler { /** * Handling Inbound Email * @param Messaging.InboundEmail Email object * @param ...
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1answer
510 views

Salesforce Duplicate Management - Importing Duplicates

I have Duplicate management implemented in our org. We do a fuzzy match on account names, but allow users to save if there is a possible duplicate. I have just imported a number of account, of which ...
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2answers
44 views

Eliminate Duplicates

We need to start a data cleansing exercise in our Salesforce org. We have a large number of leads (approx 15 000) and some of those leads already have a contact in Salesforce. I would like to clean ...
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1answer
46 views

Triggered send duplication query?

I have setup an EnhancedFTP triggered automation. In the automation studio it looks like this as I'm using 4 filter's to send 4 different variations of an email. My problem is: I only want to ...
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2k views

Can I remove duplicate lines from a report?

Our marketing division wants a report of everyone involved in our conferences. I am able to get this with a report that looks at contacts, opportunities (tied to conferences in a given year), and ...
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2answers
2k views

How to duplicate synchronized data extension and put in data extensions folder

I need to essentially mimic a synchronized data extension but in the data extensions folder. I think what I need to do is duplicate the synched data extension into the DE folder, populate it from a ...
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1answer
699 views

Capabilities of duplication rules with lookup

What are the capabilities of duplicate rules when lookups/MasterDetail fields are involved in the matching rules. We can certainly detect duplicates using combination of other primary data type fields....
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1answer
304 views

Database.DMLOptions.DuplicateRuleHeader.allowSave skips all validation rules?

Had a project where the client wanted to allow the data to bypass contact duplicate rules they had in place. So figured inserting the new contacts with Database.DMLOptions.DuplicateRuleHeader....
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1answer
117 views

Regular expression to find duplicate records

I would like to use a regualr expression on certain fields to detect possible duplicate records. for example the regx will detect all account records with the account name matching for than 50 %....
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1answer
57 views

I have query regarding my Change request Object. It is showing exception

Account has child Change_Request__c. Changes are made to account by Change_Request__c. changes are made depending on picklist field. when new email is to be inserted in account first it should check ...
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60 views

How to merge/update duplicate records upon creation?

We started to look into cleaning our data. We are using Dupecatcher as the deduplication tool. I am trying to figure a way, when a new lead (duplicate) is about to be created, it will update all ...
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2answers
532 views

DeDupe Existing Records

We have recently enabled Data.com Duplicate Management System to prevent duplicates from getting created for Leads, Contacts and Accounts. It works fine. But we also want to remove duplicates from the ...
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1answer
475 views

Record Insert Delay - a Salesforce “queue” - avoiding Duplicate Leads/Contacts

I have been researching this, and am coming up with very little. I'm coming here before I attempt talking to Salesforce. General I've noticed in the past 2+ months that when inserting a new record, ...
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2answers
361 views

Setting DMLOptions in an update

I am currently trying to bypass a DMLException thrown by a duplicate rule in an update event just like I bypass it in an insert events, that is by setting the DMLOptions.DuplicateRuleHeader.allowSave ...
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1answer
88 views

Updating Accounts shows: duplicate value found: <unknown> duplicates value on record with id: <unknown>

I am Trying to update one Field in Account using postman but it's not letting me update it. I also Turned off history tracking for an Account. I have given full access to my app in Salesforce.  eg  ...
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2answers
124 views

System.LimitException: Too many DML rows: 10001 because of Duplicate Records [closed]

I have Limitations error. Found out that i am adding Duplicate values to the List. How do i verify that i am not adding Duplicates. public void financialAccountforContactAndAccounts(List<...
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3answers
619 views

What is the best/easiest way of finding and removing duplicate products?

We have over 350k products on our SalesForce and I have been tasked with identifying and removing duplicates. I'm just looking for some pointers from the Pro's to make this task a bit easier if ...
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2answers
5k views

How to prevent duplicate records in salesforce using validation Rule? [duplicate]

I want to prevent duplicate records of an object in Salesforce. I know how to do it by writing a trigger,but some one told me it can be possible by validation rule also. Can anyone help me how to ...
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0answers
22 views

How to fight duplicate Accounts in my Salesforce Database [closed]

What are the different methods used for finding and merging duplicates in the Salesforce Database? Currently, I am finding many duplicate accounts. This is clear from either the name of the account or ...
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2answers
162 views

trigger to Preventing the users to create Duplicate Accounts im getting Variable does not exist: Name error

trigger AccountDuplicateTrigger on Account (before insert) { for(Account a:Trigger.new) { List<Account> acc=[Select id from Account where Name='a.Name' and Rating='a.Rating']; if(acc.size()&...
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1answer
42 views

validation on new leads inserted with apex method

How do I validate, when a collection of new leads would create duplicates in the system and return segregated lists in a map (when its True: list of non-duplicates and when its False: list of ...
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1answer
32 views

Issue with merge and delete lead

It was brought to my attention when changing some User Profiles so they don't have permissions to Delete any Leads or Accounts, that the same button to Delete is also tied to "Find Duplicates". So, ...
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1answer
57 views

Avoid Duplicates name [closed]

Here how can avoid duplicate lastname trigger ContactNamesOnAccount on Contact (after update, after insert) { Set<id> accIdList = new Set<id>(); for(Contact con : Trigger.new){ ...