#Duplicate Rules1 diskutiert mit

How would you...?

I have a spreadsheet containing contacts, leads, and people new to our ecosystem whom I need to add to a campaign.  On the spreadsheet there is no indication of who is a lead, contact or new.  There IS an email address for most people.  When I tried to bulk load, my leads hit some duplicate rules.  

If they exist, I want to still add the existing member to the campaign.  I do not want to create leads if a contact exists, and I want to create a lead if NONE exist.  

How would you tackle?  Is there a way I am not thinking of that I can take the spreadsheet and determine before loading who exists, and if so as what type of object record?

Would it be possible to setup duplicate rules that only match on Parent Accounts or Child Accounts? Many of our child accounts are similarly named to their parent and my fuzzy logic duplicate rules seem to cause a lot of false positives.

#Duplicate Criteria  #Duplicate Rules  #Data Management  #Sales Cloud

I'm not sure if there's a solution out there for this but it's worth a shot! I've got matching/duplicate rules set up for Accounts and Contacts. However, we have a duplicate problem largely because reps will sometimes abbreviate an account name to ABC instead of typing it all out. My matching rule isn't set to catch when that happens:

Account: PhoneEXACTMatchBlank = FALSE) OR (Account: NameFUZZY: COMPANY NAMEMatchBlank = FALSE) OR (Account: WebsiteEXACTMatchBlank = FALSE

Is there a way to help the rule catch these potential duplicates by their abbreviated account names? I ask because I noticed that Global Search will pull up accounts like this for me. If I type in the abbreviation it will also show me an account with the name spelled out.

I'm also struggling because if I'm creating a new account that only contains one word that matches a different account the rule won't catch it. Which is probably for the best - I don't want it to pull up a million possible duplicates because my new account has "the" in its name. But, if I have three duplicate accounts such as "Soup Cans," "Cans of Soup," and "Celery In Soup" I'd really like my alert to pop up if someone tries to create an account that is simply titled "Soup."

Sorry for the book! Any ideas?

We implemented Exact match rules on email on contact name and on Account, which is all fine. But two weeks later we tried to deploy a change set and got a very nice surprise. those duplication rules are firing on the Apex tests and on top of that false positive as our testclasses are all with see all data = false so any test will be in need of provide a new set of test data which of course is done as best practise in an utility class, which now with those duplicate rules activated fails..

I have opened a case with support but it seems to be they have no clue what I am talking about, is this a general issue (works as designed) or something which came with Summer 16, unfortunately the event of switching to summer 16 and implement the rule came one week after each other and the last deployment was before both. so I am unsure which cause the false positive on " System Error" there is already a contact with that email[]"

If there is no ad hock solution from salesforce we will need to create fields on Leads/ Accounts and Contacts which will be populated by the testclass and be part of the matching rules, which in return means iterating through all inherited apex code to ensure the population of those fields.

At this stage we are not able to deploy any change set which contains code as the test classes in production are now failing , thanks to data .com  That much to the idea going back to out of the box, with 3rd party tools we never encountered that issue

Any Ideas are appreciated

Hi,

We have already 60k+ Person Account in our Org.

I set up some duplicate rules to be able report on the duplicates in order to merge them.

When I open records separately from the UI, the records are flagged as duplicates. 

BUT I discvoered that Duplicate Record Sets are empty. No record has been created for the Duplicate Person Accounts.

Any exaplanation ?

Thanks

#Duplicate Management #Duplicate Rules #Matching Rule

Matching rule is created and active. Duplicate Rule is created. But when I hit Activate, the screen reloads but nothing has changed. It's not marked Active, I get no error nor message of any kind. Nor has waiting 2

#Duplicate Rules #Matching Rule #Duplicate Management0 minutes or so accomplished anything.

Does anyone know why the duplicate rule name is not populating when viewing a duplicate record set record?  Screenshot below.  Thanks!

#Duplicate Rules #Duplicate Record Sets #Duplicate Management