FAQs
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How do I install DupeBlocker for Professional Edition?
QUESTION: I have Salesforce Professional Edition, how do I install DupeBlocker? ANSWER: DupeBlocker is available for Professional Edition starting with the Spring '10 release but ONLY when the API add-on (for Salesforce) has been purchased. After ...
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DupeBlocker NOT TRIGGERING on Insert, Update Action Triggered Instead
QUESTION: I have a Lead scenario set to Auto-Merge/Do Not Insert/Redirect to Existing, but when I insert a new duplicate Lead it is not being merged/blocked and instead a warning is being created. I have "Report Duplicate" as the "Match on Update...
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DupeBlocker - With which versions of Salesforce does DupeBlocker work?
DUPEBLOCKER: DupeBlocker will work with Enterprise and Unlimited Editions of Salesforce. The use of DupeBlocker with Professional Edition REQUIRES the Salesforce API add-on. DEMANDTOOLS: DemandTools will work with Professional, Enterprise and Un...
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Custom Triggers Causing DupeBlocker to NOT Detect Duplicates
QUESTION: Custom triggers in my organization are causing DupeBlocker to not detect duplicates. How can this be resolved? ANSWER: There are multiple reasons that may result in DupeBlocker not detecting duplicates correctly. The majority are due ...
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We have a private sharing model, will DupeBlocker still identify duplicates?
ANSWER: Yes, assuming the "Bypass Security" flag is checked in the Scenario Details. Although duplicates will be detected with "Bypass Security" checked, if the user does not have access to a duplicate record, they will receive an insufficient a...
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DupeBlocker - Warning Link Not Showing in the "Related To" field in the DupeBlocker Task
QUESTION: Why does the link to the DupeBlocker Warning not show in the Warning Task? (The link to the Warning record only shows on the Task for Admins) ANSWER: There are a few things that can cause this to happen. Three things to check: ...
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DupeBlocker - Testing in a Production instance of Salesforce
QUESTION: We do not have a sandbox we can use for testing DupeBlocker. Is there a way to "test" DupeBlocker in production without affecting my users? ANSWER: When DupeBlocker is installed in Production and a scenario is deployed, the scenario w...
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DupeBlocker - Testing a DupeBlocker Scenario Without Having to Rebuild All Keys
QUESTION: We have a lot of records in Salesforce and it is very time-consuming to rebuild all keys for a scenario before we can test the matching logic. Is there a way to test new or changed rules WITHOUT having to rebuild all the keys first? A...
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DupeBlocker - Is DupeBlocker Lightning Ready?
QUESTION: Will all DupeBlocker functionality work correctly with Salesforce's Lightning Experience or will I have to use Salesforce Classic? ANSWER: Yes, DupeBlocker is Lightning Ready and fully Lightning compatible starting in Version 3.10 (relea...
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DupeBlocker - User Permissions and Auto Merge
QUESTION: Will DupeBlocker auto-merge still work if the user who generates the duplicate does not have the delete permission on the object (Account/Contact/Lead)? ANSWER: Yes, all auto merges are run as the administrator so you do not need to e...
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DupeBlocker - Is there a way to configure DupeBlocker to "run in the background" without my users being aware of duplicates being detected?
ANSWER: Yes. DupeBlocker can be customized so that only System Administrators or DupeBlocker Administrators manage the detected duplicates. Here are customizations that would accomplish this. Some or all of the steps can be followed depending o...
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How long will the DupeBlocker Key Rebuild take?
QUESTION: How long will the DupeBlocker Key Rebuild take? ANSWER: The amount of time it takes to complete a Key Rebuild in DupeBlocker will vary depending on the size of your Salesforce Org. Please follow the link below to learn about the Dupe...
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How does DupeBlocker currently integrate with Salesforce1?
QUESTION: How does DupeBlocker currently integrate with Salesforce1? ANSWER: Due to limitations, DupeBlocker is not supported in Salesforce1. We will continue to monitor the ability to fully support DupeBlocker in Salesforce1 as more features ...
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DupeBlocker - Increasing the DupeBlocker Scenario Rule Limit
QUESTION: Is it possible to increase the limit beyond 40 total rules across all scenarios of a particular type? ANSWER: Yes. There is a workaround to the scenario rule limit but, the downside is the possibility of running into exceptions by goi...
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Will DupeBlocker work with Person Accounts?
QUESTION: Will DupeBlocker work with Person Accounts? ANSWER: Yes. DupeBlocker has been designed to work with Person Accounts. There are some special customizations required to work properly though. NOTE: The auto-convert feature DOES NOT work w...
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DupeBlocker - Is there a way to copy my DupeBlocker Setup from one org to another?
ANSWER: Yes. The process is very simple in DupeBlocker 3 using the Export/Import Settings buttons in the DupeBlocker Settings Tab. More information on this option can be found HERE. In DupeBlocker 2, users will need to manually re-create scenar...
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How are encrypted fields (Classic Encryption) handled by DupeBlocker?
QUESTION: How are encrypted fields handled by DupeBlocker? ANSWER: Matching on encrypted fields: DupeBlocker can match on fields that are encrypted. The duplicate key has the actual data in it vs. the encrypted data. The key field on DupeBlocker...
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DupeBlocker - Is there an option to email the DupeBlocker Warning Tasks to the "Assigned to" user?
ANSWER: No. DupeBlocker does not have an option to email the tasks to the "Assigned to" user. A custom trigger could be created, if desired, on the task object to generate the email. The trigger would need to check for the creation of tasks wh...
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How to Manually Upload Clean Account Name Settings in DupeBlocker 3
QUESTION: I have a list of replacements, suffixes, and prefixes that I want to add to the custom Clean Account Name Settings in the DupeBlocker Settings tab. I know I can manually add them directly via the DupeBlocker Settings tab, but I have a p...
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DupeBlocker - How to test a DupeBlocker Scenario WITHOUT building Keys
Key building can be a time-consuming process for orgs with high data volume. So, it is important to be able to test DupeBlocker Scenarios without going through a complete key build after each qualifying change or after initial creation/deployment....
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DupeBlocker - Lead Assignment Rules and DupeBlocker
QUESTION: How do Lead Assignment rules effect DupeBlocker Warning Tasks, evaluation of DupeBlocker Filters and owners of the records involved in the event of an Auto-Merge/Convert? ANSWER: Lead Assignment rules execute AFTER the DupeBlocker ...
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DupeBlocker Trigger Types
QUESTION: What types of triggers are used by DupeBlocker and will they fire before or after our own custom triggers? ANSWER: DupeBlocker triggers fire before delete, after insert, after update, after delete and after undelete for Accounts, Contact...
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DupeBlocker Task Notification Emails Being Automatically Triggered
QUESTION: Recently we are receiving both tasks and email notifications for duplicate warnings. We do not have any custom code to do this, it just seems to have started on its own. How can we keep the tasks but stop the emails? Here is a sample ...
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DupeBlocker Email Alert
QUESTION: Is there a way to send an email alerting the current user that a duplicate was detected i.e. a Warning was created or an additional duplicate was added to an existing Warning? I know I can create Tasks for the Warning, but would also li...
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DupeBlocker - Ignoring Unit Test Failures
QUESTION: After installing DupeBlocker my test coverage dropped below 75%, how can I resolve? ANSWER: Your low test coverage is due to how Salesforce detects code dependencies and their related unit tests. You'll need to go to Setup->Develop->Apex...
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DupeBlocker and Salesforce Mobile and Salesforce Mobile Lite Applications
QUESTION: How does DupeBlocker handle records inserted via the Salesforce Mobile applications? ANSWER: If the Account/Contact/Lead is created as a single insert then DupeBlocker will catch the duplicate. If blocking is enabled an error messa...
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DupeBlocker Matching Rules and Multi-Select Picklist Fields
QUESTION: I want to create a matching rule on a multi-select pick-list field but it does not show in the list of available fields to pick from. The field is visible for my profile, so why can't I select it? ANSWER: Multi-select pick-list field...
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DupeBlocker Custom Inline Duplicates Page for Non-Standard Objects (e.g., Opportunities or Custom Objects)
QUESTION: I have enabled Opportunities and a custom object for duplicate checking in DupeBlocker 3 and would like to add a list of the duplicates directly to the page layout, just like you can for the Account, Contact and Lead objects. How can I...
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DupeBlocker - Is there a way to test new or changed rules WITHOUT having to rebuild all the keys first?
ANSWER: Yes. Since keys are built/updated every time a record (Account/Contact/Lead) is inserted/updated, changes to matching (rules, object filters, account cleaning list changes etc.) can be tested WITHOUT rebuilding all keys by simply updatin...
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DupeBlocker and Salesforce to Salesforce
QUESTION: Will DupeBlocker work with records that are shared via Salesforce to Salesforce? ANSWER: Yes, with a few limitations and results will be different for Leads, Contacts and Accounts vs. non-standard objects (i.e. Opportunities), vs. cus...