Questions tagged [duplicate-matching-rule]

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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 ...
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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 ...
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149 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 ...
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1 answer
61 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", "...
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1 answer
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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 ...
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1 vote
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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 ...
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112 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 ...
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1 answer
168 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 ...
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1 vote
0 answers
241 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 ...
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2 votes
1 answer
234 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: ...
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1 answer
262 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 ...
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-1 votes
1 answer
555 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 ...
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95 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 ...
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208 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 ...
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1 answer
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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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1 vote
1 answer
841 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 ...
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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 ...
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1 answer
324 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(...
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2 votes
1 answer
144 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, ...
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1 vote
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 ...
18 votes
4 answers
15k 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 ...