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Discussions Recipe Building Recipe Error Troubleshooting
S

Saul Macht

started a topic over 4 years ago
Answered

Salesforce Duplicate Record Error

Hi,


I am getting an error in my recipe when creating a Salesforce Account which says I am creating a duplicate record. I checked my Salesforce and no Account exists under the Account Name I am using. Why would I be getting this error?


Best Answer
P
Patricia Guevarra said over 4 years ago

Hi Saul,


Thanks for reaching out! Even if there is no Account under that Account Name, they may match by other fields like Phone number. You can refer to the following Salesforce documentation for rules on creating duplicate Accounts: https://help.salesforce.com/articleView?id=matching_rules_standard_account_rule.htm&type=0

Answer

Patricia Guevarra

said over 4 years ago

Hi Saul,


Thanks for reaching out! Even if there is no Account under that Account Name, they may match by other fields like Phone number. You can refer to the following Salesforce documentation for rules on creating duplicate Accounts: https://help.salesforce.com/articleView?id=matching_rules_standard_account_rule.htm&type=0

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