This week I had a lead into my system using a Gmail address but quite a bit of information (registered for my upcoming event). I got a notification saying there was a sync error: "Failed: DUPLICATES_DETECTED: Use one of these records?"
I looked for a dupe by email, but couldn't find it. Eventually I realized there was a duplicate of this lead...under a completely different email address (his work email address).
I opened a ticket with Marketo asking how Marketo was able to identify the lead using fuzzy logic, but they responded that Salesforce did this and rejected the sync! My CRM guy said a new release came out from SFDC and it might be related to that. Has anyone else seen this??
Solved! Go to Solution.
Okay, maybe there are Matching Rules set up on Salesforce. I would suggest reviewing them on Salesforce Set up > Data Management > Duplicate Management > Matching Rules. It might have Fuzzy matching set up for Leads or Contacts.
It sounds odd that Salesforce would try to de-dupe by itself to this level. By any chance, are you guys using any de-dupe tool from Salesforce AppExchange such as Dupeblocker?
Chirag Agarwal we don't have any de-duping tools added to SFDC, just out of the box functionality.
Okay, maybe there are Matching Rules set up on Salesforce. I would suggest reviewing them on Salesforce Set up > Data Management > Duplicate Management > Matching Rules. It might have Fuzzy matching set up for Leads or Contacts.
SFDC did release a de-dup update. Help | Training | Salesforce
You can configure rules for managing duplicates that include fuzzy logic.