Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

Filter by
Sorted by
Tagged with
0
votes
1answer
139 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 ...
0
votes
0answers
803 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 ...
0
votes
2answers
703 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 ...
0
votes
2answers
46 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 ...
0
votes
1answer
51 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 ...
0
votes
0answers
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 ...
0
votes
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 ...
0
votes
1answer
1k 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....
0
votes
1answer
404 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....
0
votes
1answer
182 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 %....
0
votes
1answer
72 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 ...
0
votes
0answers
63 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 ...
0
votes
1answer
585 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, ...
0
votes
2answers
559 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 ...
0
votes
1answer
196 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  ...
-1
votes
2answers
190 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<...
-1
votes
3answers
903 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 ...
-1
votes
2answers
9k 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 ...
-2
votes
2answers
418 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()&...
-2
votes
1answer
226 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 ...
-2
votes
1answer
114 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, ...
-3
votes
1answer
68 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){ ...

1
3 4 5 6
7