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#Duplicate Record Set토론 중인 항목 0개

Chui Chow (2046) 님이 Nonprofit Success Pack에 질문했습니다

Hello awesome admins,

 

My org is NPSP enterprise edition, no Duplicate Jobs as an option. 

 

I ran a report on duplicate sets on contacts and found many duplicate sets are no longer duplicate, some previous staff may have merged them. So when I click on those duplicate sets, the detail only shows one record. 

 

The duplicate set report return a total of 20,000+ records (we only have 100,000 contacts) and now I am lost sight of which are currently duplicate records, which are old merged records. I ran the report again and include the Contact ID and try to use that to determine which are currently duplicates. I will test whether that will work out correctly.

 

My question is, after I merge the duplicate contacts, seems the duplicate record sets, and duplicate record item remain and pollute the future report. Any way to delete these old duplicate record set and item in a mass? If they remain, then every time we run the report, the number of record accumulates. The report is useless at the moment, when the duplicate sets is 20% of the total number contacts, use excel formula maybe more efficient.  

 

Thank you in advance for any input.

 

#NPSP #Duplicate Management #Duplicate Record Set #Duplication Issues #Salesforce Admin

답변 3개
  1. 2024년 4월 1일 오후 4:10

    As Charles noted, Salesforce doesn’t let you filter on Record Count in a report-- but that’s only true if the REPORT is doing the record counting.  There is another way.  

     

    The Report Type you use for your duplicates report will include both the DuplicateRecordItem object and the DuplicateRecordSet object.  The DuplicateRecordSet object has a field called “Record Count” representing the number of related DuplicateRecordItem records (and SF updates this automatcially!). So in your report, add a filter to only show records where that “Record Count” field is greater than 1.

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I have a duplicate rule configured in my sandbox. The duplicate rule is blocking the duplicates as I mentioned 'Allow on Creation : Block' . Will the duplicate record item store the duplicate record when it identifies a duplicate. Ideally it should not happen as duplicate rule won't allow the record to enter Salesforce then how does the duplicate will get stored in Duplicate record item. Is my thinking correct or it works different as to what I'm thinking. 

 

#Duplicate Management  #Standard Duplicate Rules  #Duplicate Record Set

답변 3개
  1. 2024년 2월 20일 오전 8:50

    Unfortunately, the duplicate record sets only get generated when a record is created/updated in a way that a matching rule is now triggered. This means that only updates to the fields that are used in the matching rule conditions triggered the duplicate record item creation.

    Performance and Unlimited Editions orgs allow you to run something called duplicate jobs, manually. These jobs will generate duplicate record sets for the records that are already there without having to update them. https://help.salesforce.com/s/articleView?id=sf.duplicate_jobs_run_and_manage.htm&type=5

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Hi everyone!

 

I have a question regarding Duplicated Record Sets/Items through Apex.

 

What I need to do: I need to find duplicates on Lead object, but is not possible to do it through "field crossing" (there's an idea - https://trailblazer.salesforce.com/ideaView?id=08730000000cHBJAA2);

 

So I did through Apex, on After Insert/Update Trigger, I'm checking if there are any duplicated records(through IF conditions) and create Duplicated Record Items and Duplicated Record Set as necessary.

 

The issue is: It only works when I'm inserting records when existing records are already in Salesforce, it shows on the Potential Duplicates Lightning Component(https://help.salesforce.com/articleView?id=000354508). When I insert in bulk(even if it's two records only), it doesn't work, even if a Duplicated Record Set is created with both Duplicated Record Items created as well.

 

How does the Potential Duplicates Lightning Component work exactly?

Is there anything else beside the Duplicate Record Set/Items to make it show the "You have duplicates" message?

 

Anyone have other solution? I also tried to do this through Flows and the result is the same.

 

Thank you!

댓글 3개
  1. 2021년 4월 16일 오전 8:08
    Thanks a lot for sharing, I understand your point. Also I read the article and it makes sense. You may contact @Artyom Bazyk which I believe is developing some new solution to solve this duplicates issue. Good luck!
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What happens to a Duplicate Record Set if one of the items is deleted?  I have some duplicate record sets with 1 item and I think what happened was the other item was deleted. 

 

What if the items are merged?  Will the Duplicate Record Set be delete in this case?

댓글 1개
  1. 2017년 10월 16일 오후 4:54
    Hi Gabor, when an item within a Duplicate Record Set is merged or otherwise deleted, the Duplicate Record Set remains.
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I've setup Duplicate Management and it all seems to be working well. However, I'm surprised that the Duplicate Record Set does not offer a "Merge" button to handle the duplicates. Am I missing that? I couldn't find it in the IdeaExchange either.
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