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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Duplicate Detection Rule does not allow a Workflow to update an existing lead

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Posted on by 155

Hi Guys,

I have a duplicate detection rule with the following criteria.

pastedimage1600698129628v1.png

When I am trying to qualify a lead it comes up with this error.

pastedimage1600698159194v2.png

The workflow does this

pastedimage1600698342537v3.png 

I dont have any idea why it would fail when the duplicate detection rule only prevents creation of Leads with the same Name and Email (or am i wrong in this one?)

This is the error message I get "Message: A record was not created or updated because a duplicate of the current record already exists."

When i turned off the duplicate detection rule the qualifying of the lead worked fine but when its published it prevents the specific lead from getting qualified.

Any ideas guys? Thanks

I have the same question (0)
  • Suggested answer
    Mahadeo Matre Profile Picture
    17,021 on at

    Duplicate detection rule will prevent updating record. You can still update record but need to bypass duplicate detection rule. TO disable / bypass duplicate detection rule you need to write custom code.

    You can use UpdateRequest and set SuppressDuplicateDetection = false.

    For more details

    docs.microsoft.com/.../enable-disable-duplicate-detection

    www.inogic.com/.../

    docs.microsoft.com/.../manage-duplicate-detection-create-update

  • Pankaj Gogoi Profile Picture
    3,177 on at

    Hi Jimmar,

    What happens when you qualify a lead, does it create a new contact, account or opportunity? Is there any other rules and which step is workflow is throwing the error?

    Best Regards

    PG

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