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Jaanu
Duplicate Account rules when creating new accounts from External Integration ?
I am trying to integrate Salesforce with 3rd party system to create new accounts. I know within SF, there are duplicate rules and matching rules exist. Before I create new accounts, I want to run thru the existing duplicate rules on Account (Org has Person Accounts Enabled). if there is any duplicate I want to dump those accounts into temporary object for further review... if there is no duplicate, then I want to create new account. Let me know how this can be achieved pls ?
If I can't use dumplicate/matching rules ...then any SOQL/SOSL query example where I can search in the Org to find out any duplicates or not..
I am going to verify First Name, Last Name, ZIP/postal code fields for duplicates.
If I can't use dumplicate/matching rules ...then any SOQL/SOSL query example where I can search in the Org to find out any duplicates or not..
I am going to verify First Name, Last Name, ZIP/postal code fields for duplicates.
You can do it simly with the duplicate rules
I have a Inbound event object where all the inbound queue will be stored from 3rd party. I have a trigger on this event. After that what are the steps pls ?
1. I can create new duplicate rules in my Org (First Name, Last Name, Zip code etc). How do I access these duplicate rules from the above trigger ??
2. If there is no duplicates, then I will create new account.
3. If there is any potential match (even one field or 2 fields etc)... then I have to write into new custom object.. where user can review manually.
Please give me the code ... thanks.