How do you find duplicates in Salesforce?

How do you find duplicates in Salesforce?

The find duplicates search does an OR search on all the criteria boxes checked. Checking more boxes will return more results. It does a wild card search on the entire phrase of the checked box, in all the standard search fields of the object (lead, contact, account, opportunity).

What is database DMLOptions?

You can specify DML options for insert and update operations by setting the desired options in the Database. DMLOptions object. You can set Database. DMLOptions for the operation by calling the setOptions method on the sObject, or by passing it as a parameter to the Database.

How do I merge duplicates in Salesforce?

Required Editions and User Permissions

1. From the Accounts tab, click Merge Accounts in the Tools section.
2. To find the duplicate accounts, enter a search string.
3. Select up to three accounts you want to merge.
4. Select one account as the master record.
5. Select the fields that you want to retain from each record.
6. Click Merge.

What are Salesforce DMLOptions?

In Apex saved against API version 15.0 or later, the Database. DMLOptions emailHeader property enables you to specify additional information regarding the email that gets sent when one of the events occurs because of the code’s execution.

Is there a way to detect duplicates in apex?

There is no graceful way to detect if there are any active Duplicate Rules. The only way is to execute the Datacloud.FindDuplicates.findDuplicates () method. If there are no active rules, then an exception will be thrown and you must catch it.

Can a Salesforce form be duplicated in apex?

If you’ve built a custom Visualforce online form or other Apex integration that involves contacts, you’ve probably run into limitations with duplicate detection, especially since SOQL doesn’t have fuzzy search capability. Now you can use the standard Salesforce duplicate rules in Apex. Benefits include:

What are the duplicate rules for apex guest?

Site Guest User can use duplicate process, but the duplicate rules must be set to Bypass Sharing in order for all Contacts to be available for matching. There are two active Contact duplicate rules. Rule 1 checks for first name fuzzy / last name / email. Rule 2 checks for first name fuzzy / last name / zip code.