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What are Warnings?

Overview

Warnings are created in DupeBlocker when a potential duplicate has been detected for a particular scenario and the "Match on Insert/Update Action" is set to "Report Duplicate" in Scenario details.



Warnings will be created for each scenario that triggers a potential duplicate.  Therefore, it is possible to have multiple warnings generated for one insert/update.  For example:

  • if an Account is inserted and it matches on both a Semi Rigid and Loose scenario, 2 warnings will be generated.
  • if a Lead is inserted/updated and matches to an existing Lead, as well as an existing Account and Contact, 3 or more warnings can be generated.
Tasks can also be created to alert either the current user or the scenario owner when warnings are generated.



When a "Yes" option is selected, a pop-up warning will appear with a link to the task.



The task will refer to the warning:



Click on the warning to get details about the potential duplicates including: 
  • Scenario type
  • Exact scenario that triggered the warning
  • The Triggering Action that resulted in the warning (insert/update)
  • The user that generated the warning
  • Links to the objects considered to be duplicates


Warning Components

DupeBlocker Duplicate Warning Detail


  1. Warning Number:  Unique number assigned to each warning.
  2. Scenario Type:  The scenario type that triggered the warning.
  3. Created By:  The user that inserted/updated the record which triggered the warning.
  4. Scenario:  A link to the scenario that triggered the warning.  Can click on this link to go directly to the scenario and review the matching rules.
  5. Triggering Action:  Indicates whether the duplicate was detected from an insert or an update.
  6. Last Modified By:  The last user that inserted/updated a record that either triggered the initial warning or added an additional duplicate to the existing warning.
  7. Delete:  Select this button if you wish to delete the warning (i.e. reviewed the list of duplicates this warning pertains to, and the scenario that triggered the warning, but have determined the records are not in fact duplicates).  Deleting a warning will also delete all warning tasks and DupeBlocker Potential Duplicates related lists that pertain to that warning.
  8. Merge/Convert Duplicates:  Select this button to convert/merge the records (or a portion of the records) in the DupeBlocker Potential Duplicates related list.  Warnings will be deleted if all the potential duplicates are converted/merged.  If a portion of the records should not be converted/merged then manually delete the warning after converting/merging the actual duplicates.  More information on merging/converting duplicates can be found in DupeBlocker Step by Step Instructions -> Warnings -> Merging/Converting Duplicates.

DupeBlocker Potential Duplicates

A related list which shows the records that have been identified as potential duplicates.  This related list is also accessible from the Account/Contact and Lead tables assuming you edited your page layouts to add this as described in DupeBlocker Basics -> Initial Configuration of DupeBlocker -> Customizing Page Layouts.



Note:  Although the "Edit" option is visible to System Administrators, DupeBlocker Potential Duplicates should never be manually edited.

1.  Potential Duplicate Number:  Click on this link to get additional details on the potential duplicate.

                

        1. Duplicate Number:  Unique number assigned to each duplicate.
        2. Duplicate Warning:  Link back to the warning that lists all the potential duplicates to this record.
        3. Scenario Type:  The scenario type that triggered the warning.
        4. Scenario:  A link to the scenario that triggered the warning.  Can click on this link to go directly to the scenario and review the matching rules.
        5. Key:  The key that was generated based on the scenario rules which was the basis for identifying the duplicate.
        6. Object Type:  The type of Object that was matched (Lead/Contact or Account
        7. Duplicate Record:  A link to the specific Account/Contact or Lead record this duplicate is related to.  Can click on this link to go directly to the actual Account/Contact or Lead.  Review the details and determine if the potential duplicates should in fact be merged.
        8. Phone:  Phone number on the record.
        9. Email:  If the matching record was a Lead or Contact, shows the email address on the record

2.  Object Type:  Indicates the type(s) of objects identified as duplicates.

3.  Duplicate Record:  Links to all the Accounts/Contacts or Leads included in this warning.  Can click on this link to go directly to the actual Account/Contact or Lead.  Review the details and determine if the potential duplicates should in fact be merged.

If after reviewing all the information provided, and the records should be merged/converted, go back to the Warning to execute the merge.  More information on merging/converting duplicates can be found in DupeBlocker Step by Step Instructions -> Warnings -> Merging/Converting Duplicates.

See also
Monitoring Warnings
Merging/Converting Duplicates