I need to create a trigger to prevent duplicate records in the Detail table of a custom Master-Detail type relationship. One field, called Name, must be unique for all records in the Detail record collection for each Master record. Thus, the trigger must prevent duplicate records for 2 fields, the Name field plus the Id of the Master record.
Full Answer
How to manage duplicate records in Salesforce?
Tip #1 — Leverage the native Duplicate Management feature in Salesforce to create matching and duplicate rules. First, define matching rules for what you consider to be a duplicate record so your end users will be warned when creating a record that meets those matching criteria.
How can I use the duplicate record set object to report?
You can use the duplicate record set object to report on how well your matching rules are identifying true duplicates or if they are catching a lot of “false positives.” Although some false positives are inevitable, too many of them showing up on these reports may indicate your matching rules could be refined to better identify duplicates.
How can I prevent sales reps from creating duplicate accounts?
By activating duplicate rules and the Potential Duplicates component, you can control whether and when sales reps can create duplicate accounts, contacts, and leads. You can also give them permission to merge duplicate leads, business and person accounts, and contacts.
Are You preventing duplicate records in your organization?
Being proactive in preventing duplicate records will pay off significantly and save you hours in cleanup efforts and lost productivity. If you are a new org, now is the time to put some preventative measures in place. If you are an established org, it’s not too late to start preventing duplicates.
How do I avoid duplicate records in Salesforce?
Block sales reps from creating duplicate leads. In the Standard Lead Duplicate Rule, select Block instead of Allow. With the Standard Lead Duplicate Rule set to block duplicates, a rep can click to view duplicates of leads but can't save a new lead.
How do you prevent duplicate records in set?
Approach:Take a Set.Insert all array element in the Set. Set does not allow duplicates and sets like LinkedHashSet maintains the order of insertion so it will remove duplicates and elements will be printed in the same order in which it is inserted.Convert the formed set into array.Print elements of Set.
How do I manage duplicate records in Salesforce?
To manage duplicates that aren't surfaced by a duplicate rule, create a duplicate record set.On a duplicate record set list view, click New.Specify a duplicate rule (in the Duplicate Rule field) or a duplicate job (in the Parent field).In Lightning Experience, in the Related tab, click New.
How do you prevent duplicates in Junction objects in Salesforce?
Preventing duplicate junction object recordscreate a text field named Compound Key on your junction object.create a flow.click on the start button and set the flow to launch on 'new or updated records' (you can decide if it fires on insert, update, or both)More items...•
Which process avoid duplication of data in the database?
You can prevent duplicate values in a field in an Access table by creating a unique index. A unique index is an index that requires that each value of the indexed field is unique.
Which data structure prevents duplicates?
Any ideas to build a data structure without duplicating Employee objects in Map? Since you need to remove duplicates and also sort the list multiple times, better approach would be to use TreeSet . Advantage of using TreeSet is that, you will get distinct employees and also you will have employees in sorted order.
How do you prevent duplicate records in Salesforce using validation rule?
The most common way to prevent record creation or updates in Salesforce is through a validation rule. But can a validation rule prevent duplicates? The short answer: no. A standard validation rule can only use specific record data, so it can't find potential duplicate records.
How can we avoid creating duplicates while importing data *?
How do I avoid creating duplicate records while importing?...Import the file in Zoho CRM using the Overwrite option.Duplicates will be checked based on the record IDs.When a duplicate record is found in Zoho CRM, it will be overwritten with the data in the import file.Only the mapped fields will be overwritten.More items...
How Salesforce detect duplicates?
Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found.
How do I make two fields unique in Salesforce?
All you have to do is create a new "Matching Rule" on your desired object (Standard or Custom), activate it, and then create a new "Duplicate Rule" and have it use the "Matching Rule" you just created/activated. Easy peasy!
How can we find duplicates through configuration of custom objects?
How can we help you?Step 1 Add custom Object to DC Setup. ... Step 2 Create a custom DC Check button in Salesforce Classic. ... Step 3 Add the DC Check button to your custom Object Layout. ... Step 4 Create a custom DC Merge button in Salesforce Classic. ... Step 5 Create a 'Disable Duplicate Check' checkbox in Salesforce Classic.More items...
How do I find duplicates in Apex?
Use FindDuplicates to apply active duplicate rules associated with an object to records represented by input sObjects. FindDuplicates uses the duplicate rules for the object that has the same type as the input sObjects.
Is it too late to prevent duplicate records?
If you are a new org, now is the time to put some preventative measures in place. If you are an established org, it’s not too late to start preventing duplicates.
Can you use duplicate records?
You can use the duplicate record set object to report on how well your matching rules are identifying true duplicates or if they are catching a lot of “false positives.” Although some false positives are inevitable, too many of them showing up on these reports may indicate your matching rules could be refined to better identify duplicates.
Why do I get duplicate records in Salesforce?
It can happen because someone didn’t search properly for an existing records before creating a new one. It can happen because an import spreadsheet wasn’t cleaned before data was created. Regardless, duplicate records are the bane of every CRM environment.
How to create duplicate rules?
Just like a matching rule you can create a duplicate rule first by defining a name and description (optional) after you choose the object the rule is for. Next you can set the record level security. When it’s enforced it will only consider records the current user has visibility to for potential matches.
Why is data important in Salesforce?
Your data is one of the most important aspects to making your Salesforce implementation successful. When data is structured incorrectly, not complete, or simply not visible to the right people, your adoption and usability of the platform decreases dramatically. One of the common issues every customer experiences is duplicate data.
Can you manually merge duplicate records in Salesforce?
You can manually review and manually merge duplicate records in Salesforce. This is viable if you’re overall data set is pretty small. For most companies , this is simply not feasible.
Rules for Duplicate-Free Data
Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup.
Activate a Matching Rule
We provide standard matching rules for you. If you established your instance of Salesforce for Winter ’15 or earlier, like Maria, you activate the standard rules you want to use. Maria, however, wants to activate standard rules for only accounts and leads. She has other plans for her contacts, which we cover after this procedure.
Create a Custom Matching Rule for Contacts
For contacts, Maria wants to include fuzzy matching for the Mailing Street field.
Block Duplicates with Fuzzy Mailing Streets
Before an active matching rule can do anything, you pair it with a duplicate rule. You can include up to three matching rules in each duplicate rule, with one matching rule per object.
Report on the Creation of Duplicate Accounts and Leads
Maria doesn’t block reps from creating duplicates for accounts and leads. So Lincoln wants to see the quality of account and lead data and how well the duplicate rules work. To help Lincoln, Maria sets up custom report types.
Resources
Use these resources to learn more about matching rules and duplicate rules.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.