Create a custom field, mark it as Unique. Now write a workflow field update to update this custom field with concatenation of Contact's 15 or 18-digit Id and Name field. This way you count on sales-force's native uniqueness validation to prevent dupes instead of coding it.
Full Answer
How to create a duplicate rule in Salesforce?
A Duplicate Rule defines what the system should do when it finds a potential duplicate. 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.
Why are there duplicate records in my Salesforce data?
It can be really easy to get duplicate records into 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.
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.
How do I prevent duplicates when the mailing Street field includes variants?
Maria wants to prevent sales teams from creating duplicates when the Mailing Street field includes variants, such as SW Barnes Ave and Southwest Barnes Avenue. From Setup, Maria enters Duplicate Rules in the Quick Find box, then selects Duplicate Rules. She clicks New Rule and selects Contact. Maria gives the duplicate rule a name and description.
How do you prevent duplicate records in Salesforce workflow?
Preventing Duplicate Records with Salesforce ConfigDefine a unique Text field on the object.Create a workflow rule and field update to update the text field with a concatenation of values.
How do I manage duplicates 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 I clean up duplicates in Salesforce?
In Salesforce Classic Click + (All Tabs) on the Navigation bar. Search for Duplicate Record Sets. Select the Duplicate Record Sets that need to be deleted. Click the Delete button.
What tool can be used to avoid duplicate leads in Salesforce?
Import Wizard can automatically prevent duplicate records.
How do I report duplicates in Salesforce?
In Setup, use the Quick Find box to find Report Types.Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object. ... Click Next.Relate Duplicate Record Items to the primary object that you selected.More items...
How do I check for duplicates in Salesforce?
1:182:12Using Duplicate Check in Salesforce - Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnother way to use the duplicate check feature is to go underneath the contacts tab in salesforce atMoreAnother way to use the duplicate check feature is to go underneath the contacts tab in salesforce at the top ribbon.
How do I mass delete duplicates in Salesforce?
Steps to delete Duplicate Record Set from your organization Click Export. Select Show all Salesforce objects and select Duplicate Record Set (DuplicateRecordSet) object. Select Id and any other desired fields and follow the prompts to complete your export.
How do you prevent duplicate records in Salesforce Apex?
Preventing duplicate records in Salesforce based on a single field can be achieved using a Set that can store the values of that specific field from all existing records and compare it with the list of new records that are going to be inserted.
How do you prevent duplicates in database?
You can prevent duplicate values in a field in an Access table by creating a unique index....In the SQL, replace the variables as follows:Replace index_name with a name for your index. ... Replace table with the name of the table that contains the field to be indexed.More items...
Can you remove duplicates in Salesforce report?
You can't remove the duplicates in the report; the report builder doesn't do distinct so I'd recommend Excel.
Does data Loader prevent duplicates?
Can DataLoader prevent duplicated records being imported? Data Loader can prevent duplicate record entry only if you have a unique field being imported, otherwise, it does not have the intelligence to capture duplicate records based on, say, 'email Id'.
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.