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Questions tagged [duplicate-matching-rule]

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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=&...
Patlatus's user avatar
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1 answer
21 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 ...
Patlatus's user avatar
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1 vote
2 answers
64 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 ...
Walker's user avatar
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-3 votes
0 answers
35 views

duplicate value found: <unknown> duplicates value on record with id: <unknown> - Test Class

I have an existing matching rule on the Contact object that matches records based on two fields: AccountId and FirstName. Recently, I added a custom field named Unique_Contact_Name_per_Account__c, ...
Ach Jiren's user avatar
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0 answers
29 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 \ ...
Nurbek Sozoev's user avatar
0 votes
1 answer
40 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 ...
denvergreene's user avatar
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0 votes
0 answers
35 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 ...
cpaesano's user avatar
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0 answers
147 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 ...
Semmel's user avatar
  • 2,467
0 votes
0 answers
66 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 ...
user139696's user avatar
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0 answers
28 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....
user139696's user avatar
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1 answer
73 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 ...
Xi Xiao's user avatar
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0 answers
100 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 ...
Vasudev Pai's user avatar
0 votes
0 answers
63 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 ...
Felix van Hove's user avatar
0 votes
1 answer
362 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 ...
Alexis Frisch's user avatar
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0 answers
48 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 ...
Anthony Williams's user avatar
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0 answers
19 views

Why is my new active duplicate rule not taking precedence over an older and now deacivated duplicate rule?

I'm attempting to use Contact merge app with the non-profit success pack, however upon using contact merge, duplicate contacts appear with the duplicate rule ID being "Name and DOB check". ...
Melted Element's user avatar
1 vote
1 answer
241 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....
Keith C's user avatar
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0 answers
142 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
Jas's user avatar
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0 answers
584 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 ...
sfwarrior's user avatar
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0 answers
85 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 ...
Andrea's user avatar
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0 votes
1 answer
140 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, ...
GroundToCloud's user avatar
1 vote
2 answers
801 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. ...
TttWong's user avatar
  • 21
0 votes
2 answers
983 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 ...
markwilland's user avatar
-1 votes
3 answers
264 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. ...
kkJhn's user avatar
  • 23
0 votes
0 answers
147 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 ...
Rajendra Singh Nagar's user avatar
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 ...
Hulk Buster's user avatar
0 votes
0 answers
746 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 ...
salesforcets's user avatar
2 votes
1 answer
232 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", "...
Dave C's user avatar
  • 467
-2 votes
1 answer
132 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 ...
user75937's user avatar
  • 299
3 votes
1 answer
356 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 ...
Dave's user avatar
  • 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 ...
h3110's user avatar
  • 77
0 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 ...
Oupat's user avatar
  • 733
1 vote
0 answers
817 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 ...
Strong Like Bull's user avatar
2 votes
1 answer
910 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: ...
Pavan tej's user avatar
  • 1,460
0 votes
1 answer
811 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 ...
Saariko's user avatar
  • 5,610
-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 ...
SalesforceLearner's user avatar
0 votes
0 answers
509 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 ...
Simona C.'s user avatar
0 votes
0 answers
772 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 ...
McD's user avatar
  • 1,266
0 votes
1 answer
523 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 ...
Foo Bar's user avatar
  • 296
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 ...
cropredy's user avatar
  • 71.7k
0 votes
0 answers
123 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 ...
Chashmeet's user avatar
0 votes
1 answer
866 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(...
Dave's user avatar
  • 61
2 votes
1 answer
337 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, ...
Tyler Zika's user avatar
  • 2,882
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 ...
Todd Sprinkel's user avatar
18 votes
4 answers
18k 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 ...
Keith Mancuso's user avatar