In Nonprofit, Gift Entry Creates Duplicate contacts, Person Accounts Ignoring Duplicate Rules

게시 일자: Apr 24, 2026

상세 설명

With Agentforce Nonprofit (formerly Nonprofit Cloud), users should first use the Donor Lookup to search for an existing donor.

If the user enters a donor's name, email, and phone number > and then clicks Save, it will create duplicate contacts (even if the contact already exists with the same details).
The user can use the Donor Lookup to find the match manually.
Gift Entry currently does not run the Duplicate Matching Rule when it is Saved.

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