How to avoid creating duplicate records in salesforce apex


Block sales reps from creating duplicate leads. 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.

Preventing duplicate records in Salesforce based on a single field 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.


How to handle duplicate records in Salesforce?

Once your data is squeaky clean, the best way to handle duplicate records is to prevent duplicates in Salesforce from being created in the first place. There are many tools that can do this, but there is on available in Salesforce for free and it is very easy to setup and use.

Why do you need a duplicate management strategy for Salesforce?

It is essential to implement a duplication management strategy for your Salesforce instance, to avoid future problems. Salesforce natively has tools to help discourage or inhibit users from entering duplicate data across any device.

Do existing records have duplicates?

Existing records do have duplicates but we cannot clean/ remove the data, as the requirement has come midway.

How do I find duplicates in a list of records?

In the Matching Rules section, select the object to compare the records. Then select the matching rule that identifies the duplicates (set up in step 1). Select the field mapping for each matching rule, if needed.


How do you prevent duplicate records 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 stop inserting duplicate records?

5 Easy Ways to Handle Duplicates Using SQL INSERT INTO SELECTUsing INSERT INTO SELECT DISTINCT. The first option for how to identify SQL records in SQL is to use DISTINCT in your SELECT. … Using WHERE NOT IN. Next, we populate the PastaDishes table. … Using WHERE NOT EXISTS. … Using IF NOT EXISTS. … Using COUNT(*) = 0.

How do you prevent duplicate records in Salesforce using validation rule?

The most common way to prevent record creation or updates in Salesforce is through a validation rule. But can a validation rule prevent duplicates? The short answer: no. A standard validation rule can only use specific record data, so it can’t find potential duplicate records.

How can I insert data from another table without duplicates?

1 AnswerTry using NOT EXISTS like this: INSERT INTO TABLE_2. (id, name) SELECT, FROM TABLE_1 t1. … You can use NOT IN this way: INSERT INTO TABLE_2. (id, name) SELECT, FROM TABLE_1 t1. … Use LEFT JOIN/IS NULL this way: INSERT INTO TABLE_2. (id, name) SELECT, FROM TABLE_1 t1.

How can we prevent duplicate records inserted in database while using hibernate?

How to Avoid Duplicate Records from Hibernate QueriesDeclare your joining object as a Set.Make use of Distinct Root Entity Results Transformer.

How do I find duplicates in Apex?

Use FindDuplicates to apply active duplicate rules associated with an object to records represented by input sObjects. FindDuplicates uses the duplicate rules for the object that has the same type as the input sObjects.

How do I remove duplicates in SOQL query?

“remove duplicates from query soql” Code AnswerDELETE FROM dups a USING (SELECT MIN(ctid) as ctid, key.FROM dups.GROUP BY key HAVING COUNT(*) > 1.) b.WHERE a. key = b. key.AND a. ctid <> b. ctid.

How do I create a unique field in Salesforce?

1. create a text field (dont put it on the page layout) and set it as unique. 2. Create a workflow on create/edit of the table (edit of the relevant fields if you want to be efficient) that concatenates the two fields you want into the created text field AND to the record name.

Why do I get duplicate records in Salesforce?

It can happen because someone didn’t search properly for an existing records before creating a new one. It can happen because an import spreadsheet wasn’t cleaned before data was created. Regardless, duplicate records are the bane of every CRM environment.

How to create duplicate rules?

Just like a matching rule you can create a duplicate rule first by defining a name and description (optional) after you choose the object the rule is for. Next you can set the record level security. When it’s enforced it will only consider records the current user has visibility to for potential matches.

Why is data important in Salesforce?

Your data is one of the most important aspects to making your Salesforce implementation successful. When data is structured incorrectly, not complete, or simply not visible to the right people, your adoption and usability of the platform decreases dramatically. One of the common issues every customer experiences is duplicate data.

Can you manually merge duplicate records in Salesforce?

You can manually review and manually merge duplicate records in Salesforce. This is viable if you’re overall data set is pretty small. For most companies , this is simply not feasible.

What happens if you don’t resolve duplicates?

Duplicates can cause: Different sales reps calling the same prospect or customer. The business to appear disorganised to prospects and customers.

What are some examples of fuzzy matching?

An example of a fuzzy match of Jennifer Smith. Jenifer Smith. Jennifer Smyth. Gennifer Smith.

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.


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.


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