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Topics#Data ManagementDesiree Cesarini's Question
Desiree Cesarini (Posts Carbon Institute) asked in #Data Management
Aug 22, 2018, 11:41 PM

Need help with understanding duplicate rules and alerts

We use Zapier and received the following message. I'm not clear on what happens when the "Alert" box is NOT checked.  I've tested entering duplicates with the boxes checked and unchecked but don't see anything different.  I want to understand what will happen if we uncheck the boxes to accommodate for Zapier. https://www.screencast.com/t/IGezw8Gsa

 

Thanks in advance!

 

MESSAGE FROM ZAPIER:

 

In Salesforce, you may have an "Account Duplicate Rule" in place that uses fuzzier logic to find matches than our search does (i.e., search on a single field for an exact match).

 

https://www.screencast.com/t/JivAqyXyS

 

If the Actions are set to Alert, the rule will block these "fuzzy duplicates" from getting created (and give the error you're seeing).

 

Unchecking the Alert box will allow the "duplicate" to be created.

 

If it turns out that you're creating exact duplicates, you could also switch out the Salesforce Action to use "Find a Contact" instead, which has the option to create a contact if a match isn't found. 

 

Does this get you pointed in the right direction?
3 answers
  1. Artur Novikovas (CitNOW)
    Aug 24, 2018, 7:31 AM
    Hello Dez, well personally in your situation i would just turn off that dupe rule in Salesforce, run Zapier and see what happens. If Zapier works as intended then you would have established that your dupe rule is causing the conflict and therefore needs to be re configured. ( can you try this in a sandbox environment )

     

    Regards

     

    Artur
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