SalesForce Duplicate Checking not working.

  • Profile Image
    Ausome
    Asked on January 24, 2019 at 10:19 AM

    I have followed all these steps and I continue to have duplicate contacts in Salesforce with every Jotform entry. Please advise.



    This is a re-post of a comment on SalesForce Duplicate Checking

  • Profile Image
    BDAVID
    Answered on January 24, 2019 at 12:25 PM

    What is the form in question? Please share a screenshot to illustrate how your fields have been matched: https://www.jotform.com/help/438-How-to-Post-Screenshots-to-Our-Support-Forum, so we can report this to our back-end team.

  • Profile Image
    Ausome
    Answered on January 24, 2019 at 01:21 PM

    Every one of our forms are effected. We integrate all of our forms with Sales force, and we end up with duplications with every submission regardless of the form. Here is an example of the integration settings for one of our forms:

    1548354018Screen Shot 2019-01-24 at 1.17

  • Profile Image
    gerardw
    Answered on January 24, 2019 at 03:33 PM

    As you have said that you get duplications with every submission, could you provide a screenshot of the duplicate error that is throwing up? As an example, you could provide the error that is being shown for the sample form that you have mentioned above. I presume that the name and email fields are being duplicated, right?

  • Profile Image
    Ausome
    Answered on January 24, 2019 at 03:47 PM

    There is no error message. The system does not seem to be following Salesforce's duplicate rules and instead just makes multiple copies of the same contact anytime the person fills out a new Jotform. For example, if I filled out 10 different forms, I will show up as 10 different contacts in salesforce because the system just makes a new contact every time instead of updating the existing one. 

  • Profile Image
    BDAVID
    Answered on January 24, 2019 at 05:46 PM

    I have reported this to our back-end team. You will be updated via this thread.

  • Profile Image
    Ausome
    Answered on February 05, 2019 at 02:08 PM

    Just wondering if there are any updates on my issue with the Salesforce duplication?

  • Profile Image
    gerardw
    Answered on February 05, 2019 at 03:26 PM

    We would like to notify you that the issue is being worked upon by our backend team and the priority of the issue is set as "Important".

    Please be assured that you will be posted on any updates received via this thread.

    Thank you for your patience.