An exact match means the two fields must be identical, character for character. The Matching Method allows you to configure the kind of match the field values are required to have before they’re considered a match.
A match on the mobile field is most certainly a duplicate record, whereas two records with the same last name are less as it’s generally a match with the latter, which means you’ve definitely found a duplicate record.Įxample Scenario – Mobile Phone holds a much heavier weighting than other fields, as it holds more value when identifying a duplicate record. Here, you’d give the Last Name and Email fields a lower weighting than you would to the Mobile field. For example, you may notice that married contacts will share an email address, but register different mobile phone numbers. You’ll be able to configure field-by-field matching settings, including the ability to configure the weighting differently for individual fields. For example, just because two Leads have the same First and Last Name doesn’t necessarily mean they’re a duplicate – you may also want the email to match exactly. Scenarios are how you want the system to identify duplicate records, in other words, how your organisation defines a duplicate. Once you’ve added an object to Duplicate Check, you’re able to configure the matching on the object itself. Account, Contact, and Lead are enabled by default when the app is installed, and you’re able to quickly and easily add objects where required.
SALESFORCE DUPLICATE DETECTOR APEX INSTALL
This will likely be your first stop when you install the app as it allows you to customise the objects that will be monitored. The Duplicate Check app icon and Description.ĭC Setup is the heart behind the application. There are 4 tabs where the magic happens – DC Search, DC Setup, DC Job, and DC Discards. The Duplicate Check app is where a majority of the setup and config happens. This in-depth review will dive into Duplicate Check’s features, ideal use cases, setup effort and the potential impact that adding this app to your Salesforce stack could bring.Īs usual, I started by looking at the Duplicate Check user interface and navigation. While incredibly complex in its logic, it’s also bewilderingly simple to set up and use – you don’t even need an Admin to set it up! Never before has an app exceeded my expectations, and one that skillfully solves a pain point that I encounter week-to-week as a Salesforce Consultant.ĭuplicate Check is a fully on-platform duplicate management tool for Salesforce, empowering users to manage their data and sieve out duplicate records with unparalleled ease. This includes apps found on the AppExchange.
I believe that Salesforce can do absolutely anything – but it should be powerful, beautiful, and easy to use. I’m talking about Duplicate Check by Plauti. Large data volumes: able to handle larger data volumes than other providers on the market.ĭuplicate management in your Salesforce org – is it something you enjoy? Usually, me neither…until I was introduced to a fully on-platform deduplication solution that blew my mind.Leverage flow actions: add the Action element to a Flow Canvas to select one of the new Duplicate Check options.Plus, Visualforce dupe prevention, a REST API, SFDX plugins, and other add-ons ĝeveloper-friendly: tap into the power of Apex plugins for adaptable data handling.Super simple to set up and use - the majority of its features don’t even require an admin.
SALESFORCE DUPLICATE DETECTOR APEX MANUAL
Prevent duplicates on manual entry, import and API insert. Let us consider the method used for single field using the SET.Ĭreate a new trigger in lead object and past the below code.The all-in-one solution for deduplication: find and merge duplicates in and across leads, contacts, accounts and all other (custom) objects. The user should not be able to create a new lead with the same LASTNAME and EMAIL. This unique id is in turn used by Salesforce to ensure uniqueness of the records.Įxample: Let us look at two scenarios-one for single field and another one for multiple fields. The hashcode method creates a unique id for the individual wrapper class instance. To solve the issue in Salesforce, one of the solutions is to create a Wrapper class with the hashcode and equals method in the class. The same approach won’t work if we need to prevent duplicate records based multiple fields, even if we use multiple sets. Salesforce Duplicate Management 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.
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