spaulusofficial/findduplicates

Find Duplicates in Salesforce Using

SFDX App

This is an apex project that will loop through your contacts/accounts or other duplicate matched objects and create a duplicate record set for the duplicates.  The user can then merge them or perform other operations on the results.

Dev, Build and Test

The code is entirely encapsulated in a single Apex class. This is mostly a proof of concept at this point. So feel free to take the ideas from this and explore better ways to handle the duplicate finding.

The general flow is:

• Get all the contacts in your org (this is where the batching would be needed) and use the existing salesforce find duplicate function to check if there are duplicates.
• The code thus depends on the matching rules and duplicate rules that you have defined.
• Loop through the find duplicate results and create DuplicateRecordSets for each record that has duplicates
• If Record A might be a duplicate of B or C then the duplicate record set should have 3 record items

How to Use

1. Setup a Contact Duplicate Rule
2. Make sure you have some Contacts that would be flagged as duplicates by rule
3. Open Developer Console
4. Click File -> New -> Apex Class
5. Copy the text from DuplicateFinder.cls
6. Paste in the new Apex Classy file and click File -> Save
7. Click Debug -> Open Execute Anonymous Window
8. Paste DuplicateFinder.findAllDuplicateContacts(); and click Execute
9. Navigate to Duplicate Record Sets and you should see newly created ones related to the potential duplicate Duplicate Record Items which relate to potential duplicate Contacts and the Duplicate Rule

Note: Currently, this method will only evaluate an org with 100 Contacts.

Video Demo

Resources

Description of Files and Directories

• DuplicateFinder.cls - APEX class with simple POC of the functionality

Issues

There are still many things that needs to be done.

• The DuplicateFinder class should implement scheduleable and the queueable interface so that it can be run on a schedule and process all the records in the org
• Currently we simply pass in a list of contacts but the exact fields that need to be selected and the way the contacts are passed in need to be improved.
• How to handle the duplicates that have already been found? The current list of contacts in a Set will run out of memory.
• There are no test classes so this would not be deployable yet
• You can add new fields to the duplicate set and record items objects to store stuff like match confidence or something else