Dear Salesforce User,
We have recently installed a new software package within Salesforce called DupeBlocker. This new software will help in our efforts to avoid creating duplicates. As a real time duplicate preventer/detector, DupeBlocker works directly within the Salesforce User Interface notifying you immediately when a duplicate has been detected.
DupeBlocker works based on Duplicate Scenarios that run behind the scenes. These scenarios have been customized based on the fields that we feel determine a duplicate based on our business model. We have developed scenarios that in some cases will block a record from being inserted altogether because it was determined to be a strict match to an existing record based on a number fields. In other cases a warning will be generated alerting you that a potential duplicate was detected.
In the event of a blocked insert you will either receive a custom message indicating why the record was considered a duplicate along with a link to the identified duplicate record:
Or, be automatically redirected to the matching record:
In some cases, for what we consider a "looser" match where the records may or may not be duplicates, you may also receive a pop-up message indicating that a Task has been created alerting you that a Duplicate Warning was just created.
Once you have been notified of the Warning, you can review the list of potential duplicates and decide if the records should be merged/converted. If the duplicate was incorrectly identified you can delete the Warning.
The Warnings can be accessed directly from the Task, via a new related related list: DupeBlocker Potential Duplicates, or from the DupeBlocker Inline Duplicates list directly on the object record.
If you wish to merge the duplicates simply access the Warning and then click the Merge/Convert duplicate button. This will bring up a merge/convert screen with all the duplicate records.
For more information on merging/converting duplicates please click HERE.
If you determine the records are not in fact duplicates you can delete the warning. If you do not have permission to delete the warning (no delete button available when you access the warning), you will need to notify a System Administrator and request that the warning be deleted for you.
Please let us know if you have any additional questions as we begin rolling out this new software!
Thanks,
Your System Administrator Team
