Questions tagged [duplicate-matching-rule]
The duplicate-matching-rule tag has no usage guidance.
27
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21
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
0
votes
1
answer
23
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, ...
- 787
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14
views
When converting Lead, the Existing Matching Account does not display data
The existing Account Match is displayed but the Phone, Billing Address , Website, and Account Owner is blank even if the user as well as the System Administrator has read and edit rights to these ...
- 787
0
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2
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110
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. ...
- 11
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1
answer
256
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 ...
- 33
-1
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3
answers
133
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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59
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 ...
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534
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 ...
- 61
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0
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367
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 ...
1
vote
1
answer
102
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",
"...
- 367
-2
votes
1
answer
83
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
227
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 ...
- 51
1
vote
1
answer
575
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 ...
- 95
0
votes
1
answer
465
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 ...
- 703
1
vote
0
answers
445
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 ...
- 225
2
votes
1
answer
415
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:
...
- 1,448
0
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1
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457
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 ...
- 5,471
-1
votes
1
answer
1k
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
196
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 ...
- 13
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0
answers
379
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 ...
- 1,236
0
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1
answer
228
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 ...
- 326
1
vote
1
answer
1k
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 ...
- 67k
0
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0
answers
77
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
488
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(...
- 51
2
votes
1
answer
198
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, ...
- 2,768
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 ...
- 1,227
18
votes
4
answers
16k
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 ...
- 3,671