This article will discuss the basics around why data is flagged as duplicates and why sometimes its rejected during data importing.
Duplicate Rules and Matching Rules in Salesforce
Salesforce editions include Duplicate Rules and Matching Rules, designed to help maintain clean data and ensure that users rely on a single, trusted record, often referred to as the "source of truth."
The goal of these features is to prevent situations where multiple records represent the same entity. Duplicate data can cause confusion over which record should be used. Matching Rules and Duplicate Rules work together, and in some cases, may block duplicate entries altogether.
This functionality applies to Accounts, Contacts, and Leads.
Standard Rules Provided by Salesforce
- Accounts
- Contacts
- Leads
- Leads with Accounts
For example, an Account may have the following rule:
(Account Name AND Billing Street) OR (Website AND Phone)
This means that if a new account record is created (manually or through data import) and it shares the same Account Name and Billing Street OR the same Website and Phone Number as an existing account, Salesforce will flag it as a potential duplicate.
Note: Deactivating these rules is not recommended, as it can result in duplicate records across your system and create confusion for your team. Proceed only if absolutely necessary.
Using Setup
- Click the gear icon in the upper right and select Setup.
- In the Quick Find box, search for Duplicate Rules, then click Duplicate Rules.
- Open the relevant Duplicate Rule and click Deactivate.
- In the Quick Find box, search for Matching Rules, then click Matching Rules.
- Deactivate the appropriate Matching Rule.
Using Data Import Wizard
If a Duplicate Rule is set to Allow with Alerts, the import may trigger the error:
DUPLICATES_DETECTED: Use one of these records?: — (the error message text is defined in the active Duplicate Rule)
000391118

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