It uses the Restforce gem for authentication. Salesforce_Bulk_Api allows you to interact with the Salesforce Bulk API from Ruby. Note that you will need to configure a Salesforce Connected App for Restforce to use to connect. Restforce provides an easy way to authenticate to Salesforce and interact with the REST API from Ruby. Two Ruby gems facilitate connecting our Kiba platform to Salesforce: Very cool! So with our platform in hand, we need to turn to some additional Ruby gems (i.e. Since it is all Ruby, tests can be written and run to confirm all is working as desired. Kiba jobs can be run from the command line, or programmatically.
Salesforce duplicate detector apex code#
Kiba also includes the ability to define pre/post processing code around an ETL job, as well as logging as needed. You can think of this as a “pipeline” in that the data starts at the source, flows through each of the transformations in order, then the transformed data flows into the destination. “Transformations” are either classes or blocks of Ruby code that transform data on its way from source to destination, or filter it out if needed.Ī “Destination” is another Ruby class that implements a constructor and a “write” method for each row that it receives, to send the data to the destination data source. It allows you to define sources, destination, and transformations.Ī “Source” is a Ruby class that implements a constructor and an “each” method, to connect to a data source and return rows one by one.
This is a super easy to use, flexible ETL framework for Ruby. The heart of my new data toolkit is the Kiba gem from Thibaut Barrere.
Salesforce duplicate detector apex how to#
I recently spent a bit of time wondering how to approach a data management task for a client without depending on a third-party application – perhaps a client with highly specialized needs, or a one-off need that didn’t merit a new software investment.Ĭould I put together a kit of flexible, free tools to tackle a wide array of data problems in Salesforce? Perhaps using Ruby, my programming language of choice? This blog post, however, is not about third party-applications for data management… Many of these products are full-featured and mature, and have feature, cost, and maintainability advantages over custom solutions. As a general rule, I would steer clients to evaluate these solutions first when considering how to equip their Salesforce teams to handle data tasks. This includes transforming and moving data between Salesforce and other systems, as well as normalizing, verifying, and deduplicating customer data within Salesforce.Īccordingly, a host of offerings from Salesforce and third party software vendors are available to help administrators with the wrangling – addressing varying swaths of the problem space at various price points. You will have to follow the same steps for each duplicate rule that is preventing Leads from converting.Wrangling customer data often consumes a large part of a Salesforce administration team’s capacity. You may have to add several conditions - for example, if you have several different record types coming for Soapbox, Soapbox Donations, Soapbox Registration, etc.Īlso note that you may have more than one duplicate rule. An example might be "Lead Record Type - not equal to - Soapbox Donations"
Scroll down to the "Conditions" section.With the rule still open from step 3 above, click the "Edit" button.Note that Soapbox has it's own matching strategy, so you shouldn't need to monitor incoming Soapbox data for duplicates. Create a "condition" that will exempt Soapbox records from triggering this rule.If you see that there is a Duplicate Rule such as described above, and the Alert checkbox is checked, then this is likely your issue. Note that the "Alert" option is likely selected.Note that the Alert Text matches what you saw in the error message.They may be named something along the lines of: "Standard Rule for Leads with Duplicate Contacts", or "Standard Rule for Contacts with Duplicate Leads" Look for Rules that are affecting Leads, or Contacts.In Salesforce Setup, navigate to your Duplicate Rules.To resolve this, first identify the duplicate rule that is causing the issue: This situation is preventing your Lead from converting.
This means that any time a Soapbox transaction is sent to Salesforce when there is a matching Lead, this rule will throw an "alert" - effectively halting the Lead conversion process. That rule is being triggered, and has the "Alert" option selected. The error message "DUPLICATES_DETECTED, Use one of these records?" or similar is being triggered by a duplicate rule that you have active in your Salesforce instance.
0 kommentar(er)
