FAQs

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 ...

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...

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...

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 ...

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...

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:  ...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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...

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...

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....

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 ...

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...

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 ...

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...

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...

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...

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...

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...

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...

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...