{"id":48989,"date":"2024-06-19T13:24:44","date_gmt":"2024-06-19T13:24:44","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=48989"},"modified":"2024-06-19T13:25:02","modified_gmt":"2024-06-19T13:25:02","slug":"override-duplicate-rules-when-creating-updating-record","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/override-duplicate-rules-when-creating-updating-record\/","title":{"rendered":"Override Duplicate Rules when creating\/updating record"},"content":{"rendered":"\n

Salesforce offers a functionality that detects duplicate records based on Matching rules. When a duplicated record is detected, there are two possible actions for both create & edit:
-Allow
-Block<\/p>\n\n\n\n

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When the form is submitted, the 123FormBuilder app tries to create\/edit a record but Salesforce checks the Duplicate rules and if the selected action is Block<\/b>, then no new record is created, nor existing record is updated.<\/p>\n\n\n\n


If the selected action in the Duplicate rule is to Allow<\/b> and Show<\/b> an Alert, when manually creating\/updating a record in Salesforce – a prompt will show up with the Alert text and one can interact with that prompt. However, via API, no such interaction is available and 123FormBuilder app will fail to create\/update the record, with the Alert text as a failed message.<\/p>\n\n\n\n

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To avoid this behavior and make sure that upon submission the record will be created\/updated when the Allow action is selected in the duplicate rule, you can enable the option Override Duplicate Rules when creating\/updating record<\/b> from the mapping interface, under Record Preferences<\/b>:<\/p>\n\n\n

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Related articles:<\/p>\n\n\n\n