Potentially False Duplicates Warning when exporting to Salesforce
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Salesforce can be set up to have built-in duplicate detection when creating new leads or contacts. This detection can cause issues when sending leads over to Salesforce if it determines that the record might be a duplicate. This can happen even if the integration is set to update existing records. There are two ways to disable this error: Turn off the duplicate alerts or create a custom condition.
Turning off the Duplicate Alerts (Recommended)
This can be resolved by turning off the alerts on the duplication rules within Salesforce's settings.
- From Salesforce Setup, use the quick find box to find Duplicate Rules
- Click on the name of the rule for the object that you'd like to edit (e.g. standard lead duplicate rule)
- Click Edit
- Under Actions, ensure that alert box is unchecked on all actions
- Repeat these steps for both the lead and contact objects
This will turn off the warning message that causes the Salesforce API to stop the transfer of new data.
Creating a Custom Condition to Bypass Error (Advanced)
If turning off the alerts is not practical for your Salesforce setup, you can set up a custom condition in order to bypass the duplication detection. The set up for this can be quite complex.
- Ask your Salesforce Administrator to create a custom field to send to Salesforce with a Default value using this guide (we recommend Lead Source): Adding a Lead Source value in Salesforce
- From Salesforce Setup, use the quick find box to find Duplicate Rules
- Click on the name of the rule for the object that you'd like to edit (e.g. standard lead duplicate rule)
- Click Edit
- Under Conditions, select the newly created field and set up the operator to not equal to a value of whatever you set for the Lead Source default mapping value.
- Repeat for both the lead and contact object
This new condition should bypass the duplicate detection in Salesforce and allow leads and contacts to flow into Salesforce normally.