Questions tagged [duplicate-matching-rule]
The duplicate-matching-rule tag has no usage guidance.
47
questions
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1
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25
views
Why do my duplicate records only contain one record item?
Data is being pulled into my Duplicate Record Set that only has one duplicate record item? What could potentially be the cause of this? I'm new to Sales Force - is it that someone could of deleted/...
- 1
1
vote
1
answer
36
views
Incorrect match confidence percentages when using matching rules with OR operators?
In the Duplicate Rules functionality, has anyone see incorrect match confidence percentages when using matching rules that have OR operators?
We have a single matching rule on Person Account:
First ...
- 7,389
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0
answers
22
views
Is there any way to setup a duplicate rule the for Work Order Object?
I'm currently trying to enforce a duplicate rule for the work order object but for some reason it's not available as an option on either the matching rule or duplicate rule settings.
- 11
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0
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38
views
Deactivate Duplicate Rules in 2GP Package Version Creation
We are having trouble creating a 2GP package version with code coverage. The unit tests in our package rely on standard Duplicate Rules being deactivated. For context, in our current CI Build, we ...
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1
answer
344
views
Deployment of matching rule update fails with an error `Change the matching rule status separately from other changes`
Deployment of matching rule update fails with an error Change the matching rule status separately from other changes.
The previous version which was deployed to the target org is
<?xml version=&...
- 17.4k
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1
answer
101
views
Prevent Duplicate Rule Firing for the Data integration user
We implemented Duplicate Rules but even if we have Alert type, they stop Bulk API from insertion of records.
How can we still have Duplicate Rules enabled for usual business users but disable it for ...
- 17.4k
1
vote
2
answers
225
views
can we create matching rules on case object in salesforce service cloud Enterprise Edition so that we can identify duplicate cases?
can we create matching rules on case object in salesforce service cloud Enterprise Edition so that we can identify duplicate cases ? I am unable to see Case object in object dropdown. what may be the ...
- 2,365
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0
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30
views
Salesforce Nonprofit Cloud. The SOAP method "findDuplicates" doesn't work for the PersonAccount object
Attempting to invoke the findDuplicates method for the PersonAccount object results in the following error:
Request:
curl --request POST \
--url https://test.my.salesforce.com/services/Soap/u/60.0 \
...
0
votes
1
answer
216
views
What to do with a Duplicate Record Sets when not a duplicate?
I'm going through my Duplicate Record Sets on the Account object and I'm wondering what best practice is regarding when the records are NOT a duplicate. Should I delete the duplicate Record Set? Will ...
- 1,196
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0
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45
views
Enabling the Duplicate Management in an Old Org
Has anyone had the issue of NOT having the Duplicate Management feature installed on your org because the org was created before the Spring 2015 release?
I have a 2G Managed Package that I need to ...
- 65
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346
views
Confused about Duplicate Record Sets
I have an Org where we are in the process of cleaning a lot of duplicates. During this process, I noticed some things I never understood about this mechanic and couldn't find any answers in the ...
- 2,551
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73
views
Error message on account insertion bypassing duplication
Account duplication rule is active on my salesforce for name of account. When i click approved from an one object an account is created, i wrote code for this using apex class. If there is no ...
- 13
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0
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37
views
disable duplication check and catch the duplicate record?
Account duplication rule is active on my salesforce that follows fuzzy matching rule for account name.I want to bypass this rule only for a particular apex class, and i used the code -
Database....
- 13
0
votes
1
answer
145
views
Contact duplicate rule to run against ones under the same account?
When creating a new contact, I'd like to have a duplicate rule to detect contact duplicates under the very same associated Account (i.e. only check records with the same contact.AccountId value).
But ...
- 865
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0
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137
views
Performing Fuzzy search by using multiple keywords, on a specific long text area field which has keywords, hashtags on a custom object
I have a requirement to perform fuzzy search on a specific long text area field on a custom object and return the results, where long text area field can have some keywords, hashtags or quantity of ...
- 23
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0
answers
70
views
Internal Server Error when deleting a Matching Rule
We have a production org with an old expired managed package, which we want to uninstall. In order to do so we want to delete an inactive Matching Rule, which we created a long time ago for one of the ...
- 3,061
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1
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487
views
Duplicate/Match Rules - Exact Match on Custom Text Field Showing Inaccurate Error Results
Scope:
We needed a way to alert a user of a duplicate when creating a new record and when editing an existing record to meet values where we would consider it a duplicate.
Field Types we want to ...
- 324
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0
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52
views
SOSL email search is unable to locate a record in Salesforce immediately after the record has been saved (AWS and Salesforce)
I am using 2 platforms to do Extract , Transform, Load (ETL):
Salesforce (SF)
AWS
I need to ingest taxonomy CSV files based on specific campaigns - called
MVIs - into Salesforce. There are ...
- 117
1
vote
1
answer
338
views
How to relate the duplicate records to the input records using the Datacloud.FindDuplicates.findDuplicates Apex API?
This FindDuplicates Class has a findDuplicates method that returns existing duplicate records (rom the database) for one or more input records (that are not in the database):
List<Datacloud....
- 137k
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0
answers
178
views
Duplicate rule doesn't work in production
In the sandbox, I created the duplicate rule and matching rule and it works properly. But the same that i was created in production is not working.
Sandbox
Production
- 9
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0
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708
views
Find matching records between 2 collection variables from 2 different custom objects in Flow to prevent dupe records?
Background: I'm building a flow that bulk creates conference registrations for Custom Object 2 (COB2) using partial data from registrations in Custom Object 1 (COB1). The end user will clean and ...
- 11
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0
answers
112
views
Why this Duplicate doesn't work?
I've this duplicate rule on Account cause I want to prevent update and create Accounts with same Record Type and "User ID" (a custom field on the Vendor Account Record Type)
But if I try to ...
- 1
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votes
1
answer
178
views
Blank Fields on the Matching Account during Lead Conversion
When converting Lead if a matching Account is found, the compact layout does not display the values. I can't figure out why the values are blank.
So far I have check this -
The fields are populated, ...
- 865
1
vote
2
answers
953
views
How to set the matching rule for any 3 email fields matches?
I'm trying to de-dup the Contact or Lead in our instance based on 3 collected email fields and 1 customized field let's call it Field A.
The rule is gonna be like, if any email cross matched:
E.g. ...
- 21
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votes
2
answers
1k
views
Existing Account flagged as Duplicate not being added to a duplicate record set
I am trying to achieve what I thought was a simple task: create a report displaying all Account records that have been flagged as duplicates.
I created a duplicate rule, a matching rule, made sure ...
- 43
-1
votes
3
answers
325
views
Remove Duplicates in a list while adding up the other fields
I am trying to remove duplicate values in a list while adding up the other fields.
e.g.
my logic is → remove duplicates by (Name + role__c) and add the paid__c and hours__c values to the unique one.
...
- 23
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votes
0
answers
188
views
Duplicate rules on large data volume
As per Salesforce docs, "In an org with many records, duplicate jobs can fail.". But is there any guidelines on counts?
src: Things to Know About Duplicate Jobs
Will it be good to use below ...
0
votes
0
answers
1k
views
How do you trigger the duplicate rules before a record is saved on a flow?
We have a scenario where we want to prevent users from creating duplicate contacts but want to allow users to be able to create the same contact with same details if its on a different account.
What I ...
- 89
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votes
0
answers
852
views
Custom Matching Rule in Lead Conversion
While lead Conversion, when we are using 'Choose Existing' the matching accounts are currently shown based on the standard matching rule. We need to override this to use a custom matching.
I have ...
- 13
2
votes
1
answer
257
views
Turn off Duplicate Rules in Scratch Org
I am doing CI builds using CircleCI and scratch orgs. My scratch org definition is here:
{
"orgName": "CircleCI",
"edition": "Developer",
"...
- 467
-2
votes
1
answer
135
views
Best app to find duplicates [closed]
There are 300,000+ Accounts and 1,000,000+ Contacts . I need to find duplicate Accounts where names can be not exactly matching and might require Fuzzy logic . Later I would need to merge those ...
- 299
3
votes
1
answer
374
views
isAllowSave always returns false
I've been unable to find good documentation or examples of the isAllowSave() method on FindDuplicateResult class.
Salesforce documentation states that isAllowSave,
"Indicates whether the ...
- 61
1
vote
2
answers
2k
views
Existing Account not matching during Lead conversion process
I'm having an issue with existing account matching during the Lead conversion process.
In this example, I am using the Standard Lead Duplicate Rule; with a custom account matching rule with the ...
- 87
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votes
2
answers
1k
views
Duplicates account not displayed in the report
Hello,
I disabled the standard account duplicate rule because it shows accounts which has no duplicate records.
I created a new matching rule based on the exact account name and I created a duplicate ...
- 731
1
vote
0
answers
879
views
Unable to activate matching rule
In our org, deactivation of Matching Rules and Duplicate Rules was required by the encryption process in order to encrypt a field (Contact Email). When we try to re-activate these rules, we are ...
- 290
2
votes
1
answer
1k
views
Run FindDuplicates method to check a specific duplicate rule
I have a requirement to find duplicates based on the company name matching against the account name for all the accounts when a lead will be pushed into sfdc.
So I have set up the below logic:
...
- 1,460
0
votes
1
answer
880
views
How to setup matching rules and duplicate rules to check for email on 2 fields?
So, we have 2 fields on contact and lead:
Email
Alternate Email
To make sure they are not the same on the record, a simple validation rule is enough.
However, we want to disabled creating other ...
- 5,630
-1
votes
1
answer
2k
views
How can I capture Debug Logs for Web to Lead form?
The error is
Salesforce could not create this lead because of the reason listed below. For more information about this error or help with Web-to-Lead, please contact Customer Support.
Reason: Use one ...
0
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0
answers
560
views
Error while trying to activate matching rule
I've been struggling with activating a matching rule but I keep getting this error I can't get rid of:
I have attached my matching rule with requested criteria + duplicate rule as per the ...
- 23
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0
answers
824
views
Duplicate Rule does not block Contacts with the same email
In our Salesforce org, the duplicate rules to block a user from creating a Contact with the same email as another Contact are quite flaky. About .02% of our Contacts are duplicates as a result of ...
- 1,276
0
votes
1
answer
573
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 ...
- 313
2
votes
1
answer
3k
views
Can't activate a matching rule despite there being no records for that object
I created a simple Matching Rule in my sandbox called ReplayedReceipts on object Receipt__c that did an exact match on a single field MessageId.
There were no records of Receipt__c in my sandbox.
SFDC ...
- 72.5k
0
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0
answers
129
views
Duplicate Rules
I have a duplicate rule that was recently created and I would like to know what would be the best process to run that rule against all the Account records in my org. The reason being I’m seeing a lot ...
0
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1
answer
948
views
Allow only one record where two lookup fields match another
I'm trying to prevent duplicate records from being created. I have an application object with two relevant fields that looks like this:
Application__c:
Applicant (Lookup(User))
School (Lookup(...
- 61
2
votes
1
answer
376
views
config vs code for matching/duplicate checking
If I'm inserting records, it's really easy to query to see if another record already exists with the same values in a before trigger. Code like this has worked for me:
private static Map<String, ...
- 2,902
1
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2
answers
2k
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 ...
- 1,247
18
votes
4
answers
19k
views
Duplicate Matching Rules via rest API
So we are experimenting with the new duplicate matching rules in salesforce which seems to work great. My question is if its possible to use the more advanced features when working with data over the ...
- 3,692