Decide what constitutes a duplicate case and when the Duplicate Detector appears. If you delete a Contact who is the last member of a Household Account, the process merges that Contact's Household Account with the winning Contact's Household Account. Automatically merge duplicate cases in Salesforce. Be sure to review child records from custom objects for duplicates. Sometimes there is a need to quickly check if there are duplicate records in your organization, especially when developing. When you merge Contacts, all related items from each Contact, such as Opportunities and Payments, are moved to the newly-merged Contact so that no data is lost. Review the following before merging Contacts.Įxamine the Accounts associated with each of the Contacts to merge and determine which one should be the master Account after the merge. You have the Modify All permission on Contacts.You are above the owners of the Contacts being merged in the role hierarchy.You are the owner of the Contacts being merged.Have Create, Edit, and Delete permissions on the Contact object.īe the owner of the Account for the Contacts, or have the Modify All permission on the Account object.Īdditionally, at least one of the following must be true: To successfully merge Contacts using NPSP Contact Merge, you must: We recommend that only the System Administrator merge Contacts, because the merge process is irreversible. She also blocks her teams from editing contacts that result in duplicates. Maria gives the duplicate rule a name and description. If you have Unlimited Edition or Insights Platform Data Integrity, run a Duplicate Job to find duplicate Contacts based on your Matching Rule.įrom Setup, enter Duplicate Jobs in the Quick Find box, then click Duplicate Jobs.įor more information, see Run Duplicate Jobs in Salesforce Help. From Setup, Maria enters Duplicate Rules in the Quick Find box, then selects Duplicate Rules. Additionally it includes CPD, the copy-paste-detector. If you have Unlimited Edition or Insights Platform Data Integrity, continue to the next section.įor more information, including considerations for managing multiple Duplicate Rules, see Duplicate Rules in Salesforce Help. It also includes CPD which stands for Copy/Paste Detector, which finds duplicate code in your files and makes you aware of improvements to make your code. It supports Java, JavaScript, Apex and Visualforce, PLSQL, Apache Velocity, XML, XSL. Next to Action on Edit, select Allow and Report. Next to Action on Create, select Allow and Report. To see duplicates on the Contact Merge tab, Duplicate Rules must have both Action on Create and Action on Edit set to Allow and Report.įrom Setup, enter Duplicate Rules in the Quick Find box, then click Duplicate Rules. Select the fields to compare, and the matching methods.Ĭontinue to the next section to create a Duplicate Rule.įor more information, see Customise Matching Rules in Salesforce Help.ĭuplicate Rules tell Salesforce what to do when it finds potential duplicates as users create new Contacts. Give the rule a name and an optional description. The list of patterns and anti-patterns below shows what proper (and poor) authentication architecture looks like in a Salesforce org. A Matching Rule compares field values to determine if a record is similar enough to another record to be considered a duplicate.įrom Setup, enter Matching Rules in the Quick Find box, then click Matching Rules.įor Object, select Contact, then click Next. You can use them to securely define and manage authentication for callouts from Apex, external services, and Salesforce Connect data sources. Matching Rules tell Salesforce how to look for duplicate Contacts. We recommend that you deactivate the Duplicate Rule Standard Rule for Contacts with Duplicate Leads or set up your own rules as described in the following sections. This causes issues in NPSP Contact Merge. Let us consider the method used for single field using the SET.Ĭreate a new trigger in lead object and past the below code.The out-of-box Salesforce Duplicate Rules are set up to match Contacts with Leads. The user should not be able to create a new lead with the same LASTNAME and EMAIL. This unique id is in turn used by Salesforce to ensure uniqueness of the records.Įxample: Let us look at two scenarios-one for single field and another one for multiple fields. The hashcode method creates a unique id for the individual wrapper class instance. To solve the issue in Salesforce, one of the solutions is to create a Wrapper class with the hashcode and equals method in the class. This will help limit the possibility of a false-duplicate detection. The same approach won’t work if we need to prevent duplicate records based multiple fields, even if we use multiple sets. For example, sometimes it may happen over a 24 hour period. Salesforce Duplicate Management can be achieved using a Set that can store the values of that specific field from all existing records and compare it with the list of new records that are going to be inserted.
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