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Import blocked when Duplicate Rule equals allow with alert & Prospector Preferences equal not allow

Knowledge Article Number 000231327
Description
Data.com Prospector Duplicate Preferences alone prevent duplicates when a Data.com Key is present on a record that exists inside of Salesforce. Data.com Keys are appended to records that were either imported, or cleaned by Data.com. 

It's been determined that when Duplicate Rules are activated, and set to 'Allow', but Data.com Prospector Preferences are set to 'Do not allow', an import of a record that meets the Matching Rule criteria will be blocked regardless of a Data.com Key.

This impacts users that have Data.com Prospecting Licenses only

 

Resolution

Example causes of blocked import

 
  • Matching Rule = Match exact Account Name, exact State
  • Duplicate Rule = "allow + alert"
  • Prospector Duplicate Preferences = do not allow duplicates
1. Review an Account inside of Salesforce that does not have a Data.com Key (Ex: Salesforce, State = California)
2. Navigate to Data.com Tab > Find Accounts
3. Search for 'Salesforce' in California
4. Import record
 
Result: Error that Duplicate was attempting to be created, and the import is blocked

​This is currently working as designed, and engineering is aware of the user experience. They're working towards a solution to provide a clear process for users that access these tools. 

 

'Allowing Duplicates' to resolve issue

 

1. [System Administrator] Navigate to Setup
2. Data.com Administration
3. Prospector Preferences
4. Select check box next to the affected Object to "Allow" Duplicates from Data.com
5. Save 
NOTE: It's still possible for Prospecting Users to prevent Duplicates based on Data.com Key:
  • If a record exists within the CRM with a Data.com Key, it will have a Green Dot next to it within the Data.com Tab Search Results
  • During Import/Export, prospecting users will have the ability to select an option to exclude records with a Green Dot to avoid duplicate imports.
 

Related Documentation





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