trigger DuplicateLead on account (before insert,before update) { Set<string> name= new Set<string> (); for (account acc : Trigger.new) { name.add (acc.name); } List<account> duplicateaccountList = [Select name From account where name = :name]; Set<string > duplicateaccIds= new Set<string > (); for (account dup: duplicateaccountList) { duplicateaccIds.add (dup.name); } for (account a : Trigger.new) { if (a.name!=null) { if (duplicateaccIds.contains (a.name)) { a.addError (‘Record already exist with same Name’); } } } }
Table of Contents
What does Salesforce flag as duplicates?
Salesforce flags contacts with matching phone numbers as duplicates, even though one includes a country code and the other doesn’t. Now let’s learn more about using duplicate rules to manage records.
What to know about merging duplicate accounts in Salesforce?
Things to Know About Merging Duplicate Accounts Associated with… Maintain Your Users’ Account Teams Account Contact Relationship Fields Manage Accounts Search all of Salesforce Help Search all of Salesforce Help
How do I find duplicates in Salesforce?
For example, “Use Account Name, Fuzzy Match to find duplicates on the Account object upon creation” or “Use Email, Exact Match, to find duplicates on Leads and Contacts, upon create and edit.” What Comes Out-of-the-box? Out of the box, Salesforce provides three matching rules: for Accounts, Contacts, and Leads.
What is the standard account duplicate rule in Salesforce?
The standard account duplicate rule defines what happens when a user views an account with duplicates or starts to create a duplicate account. It’s activated by default. Handle accounts that duplicate other accounts. An action specifies what happens when a user starts creating a duplicate record.
How do I manage duplicate accounts in Salesforce?
– In Salesforce Classic, click the Duplicate Record Sets tab. To manage duplicates that aren’t surfaced by a duplicate rule, create a duplicate record set. – On a duplicate record set list view, click New. – Specify a duplicate rule (in the Duplicate Rule field) or a duplicate job (in the Parent field).
How do you prevent duplicate accounts in Salesforce?
In the Standard Lead Duplicate Rule, select Block instead of Allow. With the Standard Lead Duplicate Rule set to block duplicates, a rep can click to view duplicates of leads but can’t save a new lead. Prevent reps from creating duplicates of records they don’t have permission to view.
How do I report a duplicate account in Salesforce?
You want to report on the duplicate leads that your rule detected….In Setup, use the Quick Find box to find Report Types.Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object. … Click Next.Relate Duplicate Record Items to the primary object that you selected.More items…
How do I check for duplicates in Salesforce?
Hitting the ‘Find Duplicates’ button on the Lead record, presents the option to check the following options: Name. Last Name.
How can you prevent duplicate records?
Prevent Duplicate EntriesSelect the range A2:A20.On the Data tab, in the Data Tools group, click Data Validation.In the Allow list, click Custom.In the Formula box, enter the formula shown below and click OK. … To check this, select cell A3 and click Data Validation. … Enter a duplicate invoice number.
How can you prevent duplicate records from occurring?
Consider these strategies to help prevent duplication:Avoid rushing during the registration process, even during volume surges.Ask patients to spell their names instead of making assumptions.Meet with health information management to discuss ways to avoid duplicates.Implement consistent policies organization wide.
How do you find duplicate accounts in Salesforce lightning?
In Setup, use the Quick Find box to find Lightning App Builder. On accounts, contacts, or leads, add the Potential Duplicates component. Select how you want to alert sales reps to duplicates. You can’t add the Potential Duplicates component to custom objects.
Can we remove duplicates in Salesforce reports?
You can’t remove the duplicates in the report; the report builder doesn’t do distinct so I’d recommend Excel.
How do I merge duplicate accounts in Salesforce?
Required Editions and User PermissionsFrom the Accounts tab, click Merge Accounts in the Tools section. … To find the duplicate accounts, enter a search string. … Select up to three accounts you want to merge. … Select one account as the master record.Select the fields that you want to retain from each record. … Click Merge.
How do I filter duplicates in Salesforce?
How to configure duplication rules:Go to Setup, in the QuickFind type Duplication Rules.Select New Rule and the object you want.Enter a name and description.Select the record-level security required: … Set the action you want to happen when records match.More items…
How do I clean up duplicates in Salesforce?
In Salesforce Classic Click + (All Tabs) on the Navigation bar. Search for Duplicate Record Sets. Select the Duplicate Record Sets that need to be deleted. Click the Delete button.
How do I use duplicate rules in Salesforce?
From Setup, use the Quick Find box to find Duplicate Rules. To edit a rule, click the rule name, and click Edit. To create a rule, click New Rule, and select the object you want the rule to apply to. Enter the rule details, including a name, description, and record-level security settings.
Rules for Duplicate-Free Data
Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup.
Activate a Matching Rule
We provide standard matching rules for you. If you established your instance of Salesforce for Winter ’15 or earlier, like Maria, you activate the standard rules you want to use. Maria, however, wants to activate standard rules for only accounts and leads. She has other plans for her contacts, which we cover after this procedure.
Create a Custom Matching Rule for Contacts
For contacts, Maria wants to include fuzzy matching for the Mailing Street field.
Block Duplicates with Fuzzy Mailing Streets
Before an active matching rule can do anything, you pair it with a duplicate rule. You can include up to three matching rules in each duplicate rule, with one matching rule per object.
Report on the Creation of Duplicate Accounts and Leads
Maria doesn’t block reps from creating duplicates for accounts and leads. So Lincoln wants to see the quality of account and lead data and how well the duplicate rules work. To help Lincoln, Maria sets up custom report types.
Resources
Use these resources to learn more about matching rules and duplicate rules.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What Comes Out-of-the-box?
Out of the box, Salesforce provides three matching rules: for Accounts, Contacts, and Leads. These alone are insufficient, because:
1. Account Exact Name
Purpose: To prevent the creation of multiple Accounts with the exact same Account name.
2. Account Name Potential Match
Purpose: to warn users of a potential duplicate where account names differ slightly.
Leads & Contacts (People Duplicates)
Leads and Contacts are a bit more complicated. Sometimes users will say “I want to prevent Lead duplicates.” Or “I want to prevent Contact duplicates.” Both great goals, but still does not solve the total duplicate problem, even in tandem.
3. Lead-to-Lead Email Exact Match
Purpose: To prevent the creation of multiple Leads with the exact same email.
4. Lead-to-Contact Email Exact Duplicate Rule
Purpose: To prevent the creation of multiple Leads-to-Contacts with the exact same email.
5. Contact-to-Contact Email Exact Duplicate Rule
Purpose: To prevent the creation of multiple Contacts with the exact same email.