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10,240  Points
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Process Builder (Beta) and Duplicate Management Rules Conflict

Utilizing Process Builder to update records works well except when a record is identified as a possible match through duplicate management. When the record is held by the duplicate rule it prevents the process flow from executing after a user selects… Show more

201 comments · 4 years ago

5,400  Points
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Duplicate Management for Cases

I would like to see Duplicates being taken care of at a Case level as well.  For example a user is trying to open a case with an identical Subject or Identical Type regarding a product that is currently being taken care of and not closed.  This would… Show more

113 comments · 5 years ago

5,360  Points
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Duplicate Management: Cross field matching

Currently, the field mapping on matching rules means that we may miss out on matching records. Example 1 Contact records sometimes have multiple email fields. You may want to identify records as matches if any of the email address fields match any… Show more

81 comments · 4 years ago

3,620  Points
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Duplicate Management Page Layout/ Customize fields displayed/ Enable Hover

Spring 15 - Add Duplicate Management Page Layout....ability to customize fields that display for possible Duplicates list and/or Enable Hover for fields that do display. This would be very helpful, as it looks like the fields that do display for… Show more

27 comments · 5 years ago

3,590  Points voting closed
Delivered in Spring 17
Delivered in Spring 17

Enable Duplicate Management for Person Accounts

Current Duplicate Management (as of Spring 15) is only for Contacts, Leads, Accounts and Custom Objects.http://docs.releasenotes.salesforce.com/en-us/spring15/release-notes/rn_sales_duplicate_management_intro.htm… Show more

81 comments · 5 years ago

1,950  Points voting closed
Delivered in Winter 18
Delivered in Winter 18

Data.com Duplicate Management: Provide a Merge button on Duplicate Record Set

It would be great if we could have a Merge button available on the Duplicate Record Set. Several 3rd Party De-Duping tools provide this type of button so that the user can find and merge reported duplicates in one place. The merge button often shows… Show more

16 comments · 5 years ago

1,880  Points
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Standard reports Duplicate Management on dupes allowed by duplicate rules

Duplicate-data that gets reported in the standard duplicate record sets (Data.com Duplicate Management) is not very useful for reporting. I would like to see some standard Salesforce reports (preferable editable) that would show simple data like who… Show more

18 comments · 5 years ago

1,360  Points
Partial Delivery
Idea was partially delivered. We post an update about anything that wasn't delivered.

Platform Encrypted Fields: Make them available for Duplicate Management

Today, fields that are encrypted using Salesforce Classic (128 Bit) or Salesforce Platform Encryption (256 Bit) AES are not available for matching rules.  For example, if your FN, LN and DOB is encrypted at rest, then those fields cannot be used in… Show more

24 comments · 4 years ago

920  Points
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Limited Number of Duplicate Rules - Duplicate Management

We are currently progressing with testing the duplicate mannagement in a sandbox and it has been noticed that you can only have 5 active duplicate rules per object! We are going to need more than this due to the complexity of our set up (we have… Show more

12 comments · 5 years ago

510  Points
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Allow auto-merge in Duplicate Management

The biggest painpoint to our sales organization is duplicate management. We audit Duplicate reports already, but it's very manual, and we miss things. We need to have an automated merge of duplicate Leads/Contacts/Accounts, either upon insert or… Show more

5 comments · 5 years ago

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