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Salesforce duplicate detector apex code#
Salesforce duplicate detector apex Pc#

Solution strategy: leave the cases (as “re-opens” are an important indicator of service quality), but rename the earlier avatars and provide a pointer to the final case in the series.

Cases that were re-opening a supposedly-resolved issue.

If these need to be kept (and typically, old contracts should be kept for 7 years), the solution strategy should be to rename the obsolete ones to reflect their status (e.g., “BigCompany – 2015 replenishment ”).

Contracts that are obsolete or that went through several iterations before signature.

Solution strategy: either rename the person as Joe Blow or merge the two Joe Blows and add a Contact Role to Joe’s former employer indicating the former employee status (note that these choices have different implications about the way you manage your long-term relationships, so think through which is the closest match for how you want to see relationships over several years).

People who have left one company and joined another.

Solution strategy: name the companies completely and make them children of the “mother ship” (Volkswagenwerke AG). Companies with tons of international operations (think Volkswagen of America vs.Solution strategy: keep all the divisions as companies, but name them more appropriately and make the divisions as child accounts of the corporate parent (I like naming the parent like this: Company ). Companies with tons of divisions (think Mitsubishi or Tyco).Solution strategy: use official company names in the system-standard Account Name field to avoid confusion, and add a custom field on the company record to reflect “friendly” or “street” names. Companies that have the same name because they’ve been abbreviated (for example, Ford for Ford Motor Company and Ford for Ford Modeling Agency).And there are several situations where something that looks like a dupe actually isn’t one.

Because you can’t do anything good without developing a strategy to fit your specific situation. The only place to start is to stop and think. Also, it’s best if you have two or even three screens for doing the heavy lifting.

Salesforce duplicate detector apex Pc#

And finally, the third thought that will drive Mac lovers nuts: you really want to be using the best tools, and those only run on a PC (even if you run Parallels on a Mac, you’ll need to get a PC keyboard and make sure everything is mapped properly). Second, there’s no universal answer to the question, “should we do data enrichment before the merge cycle, or after.” But typically, doing it after the merge is better (and it’s always safer and less work). First, the best approach to processing imports is to do the deduping outside the system (before they get in)…and conversely, the best approach to removing existing dupes from the database is to do that inside the system (any dedupe sequence that requires an export-process-import cycle is almost certainly wrong). There are three key thoughts before I go on. Your developers and admins will thank you for buying a dupe preventer that is more forgiving and/or flexible in error handling. Sometimes, the only choice is to temporarily disable the dupe blocker, do the push, and then remember to re-enable the blocking system.

Salesforce duplicate detector apex code#

Ability to configure the fuzzy parameters (hopefully, for each field)įor records created by real-time processes, there’s one additional attribute that has to be mentioned: how does the tool behave when a dupe is created by code or via a web-service call (e.g., SOAP or ReST)? Most tools block creation of such records, which might seem OK…that is, until you try to deploy a bug-fix and discover that you can’t because some piece of test code creates a duplicate record and prevents you from pushing anything into production.

Matching on more than just a couple of fields.

Compatibility with the object/table you’re working with (there’s more to life than just leads and contacts).

Compatibility with your file formats (mostly, this is just XLS and CSV).

For imports, you’re looking for five main attributes: There are tools that help prevent dupes, but they are absolutely not created equal. These checklists of business rules need to go to your relevant developers and consultants so they know what to look for and build in handlers in their code. What do you do with international divisions of conglomerates, some handled by your sales team and others handled by a channel partner?.What do you do when one company you do business with acquires another one that’s a prospect?.What do you do when a person has 10 email addresses?.What do you do when two people share the same email address?.