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About Duplicates When Creating Records

For many record types, when you create a record, Oracle CRM On Demand warns you if that record already exists. The existing record can reside in your current company records. If you receive the duplicate error message, cancel creating the record, find the existing record, and update it.

For the following record types, Oracle CRM On Demand does not check for duplicate records when you create a new record through the user interface:

  • Activity
  • Account Revenue
  • Assessment
  • Contact
  • Contact Revenue
  • Custom Object 01, 02, 03, 04 and higher
  • Deal Registration Product Revenue
  • Household
  • Lead
  • Note
  • Opportunity Product Revenue
  • Order
  • Order Item
  • Sample Request
  • Sample Request Item
  • Special Pricing Product

NOTE: Before adding a new record, search the records list to make sure that the record does not already exist.

The following table lists the fields that are used to determine if a record is a duplicate when the record is created through the user interface.

NOTE: For information on what constitutes record duplication when records are imported, see About Record Duplicates and External IDs.

Records of This Type

Are Duplicates If All of These Fields Match

Account

Account Name and Location

Account Competitor

Competitor Name

Account Partner

Partner Name

Address

Address Name

Appointment Contact

Contact Name

Appointment User

User Name

Attachments

File Name

Business Plan

Plan Name, Type, Status, and Period

Campaign

Source Code

Campaign Recipient

Contact

Objective

Objective Name, Type, Status, and Period

Opportunity

Opportunity Name and Account

Opportunity Competitor

Competitor Name

Opportunity Partner

Partner Name

Plan Account

Account and Business Plan

Plan Contact

Contact and Business Plan Name

Plan Opportunity

Business Plan and Opportunity

Product

Product Name

Product Category

Category Name

Service Request

Service Number

NOTE: The Service Number is automatically generated by Oracle CRM On Demand. No other field is considered for duplicate checking.

Solution

Title

Task Contact

Contact Name

Task User

User Name

Team

User Name

User

User ID and Company Sign In ID

Partner Relationship Management

Accreditation

Accreditation Name

Accreditation Request

Accreditation Name, Partner Name, and Request Date

Application

Application ID

NOTE: The Application ID is automatically generated by Oracle CRM On Demand. No other field is considered for duplicate checking.

Certification

Certification Name

Certification Request

Certification Name, Contact Name, and Request Date

Course

Course Name

Course Enrollment

Course Name, Candidate Name, and Enrollment Date

Deal Registration

Name and Principal Partner

Exam

Exam Name

Exam Registration

Exam Name, Candidate Name, Owner, and Exam Date

Fund

Fund ID

NOTE: Oracle CRM On Demand automatically sets the Fund ID field to the Row ID of the record. No other field is considered for duplicate checking.

Fund Request

Request Name and Request Date

MDF Request

Request Name and Request Date

Partner

Partner Name and Location

Partner Program

Partner Program Name

Price List

Price List Name and Type

Price List Line Item

Price List, Product, and Type

Special Pricing Request

Request Name and Request Date

Life Sciences

Allocation

Allocation Type, Stop Sampling, Sample, and Owner

Contact Best Time

Day, Start Time, End Time, Address, and Contact Full Name

Contact State License

License Number and Contact Full Name

Inventory Audit Report

Type, Status, Reason, Completed Date, Inventory Period, and Owner User Sign In ID

Inventory Period

Start Date, Active, Reconciled, and Owner

MedEd Event

End Date and Name

Message Response

Response, End Time, Start Time, Sequence Number, Followup, and Solution ID

Messaging Plan

Name, Disclosure Mandatory, Lock Sequence, Enable Followup, Status, Type, Product Name, and Owner

Messaging Plan Item

Disclosure Message, Sequence Number, Type, Parent Messaging Plan, and Solution Name

Messaging Plan Item Relations

Type, Parent MP Item, and Solution Name

Product Detailed

Indication and Product

Promotional Item Dropped

Quantity and Product

Sample Disclaimer

Disclaimer Text and Status

Sample Dropped

Quantity and Product

Sample Inventory

Opening Balance, Inventory Period, and Sample

Sample Lot

Lot #, Expiration Date, Orderable, and Sample

NOTE: The Orderable field is on the product associated with the Sample.

Sample Transaction

Name, Date, and Type

Signature

Signature Control and Activity

Transaction Item

Quantity, Line Number, Transaction #, and Sample

Wealth Management

Financial Account

Financial Account

Financial Account Holder

Business Account, Financial Account Holder Name, Financial Account, and Role

Financial Account Holding

Financial Account, Financial Product, and Financial Account Holdings Name

Financial Plan

Financial Account, Financial Plan Name, and Type

Financial Product

Financial Product Name

Financial Transaction

Financial Account, Financial Product, and Transaction ID

Portfolio

Account Number and Product

Insurance

Broker Profile

Partner, Broker Profile Year, and Broker Profile Name.

Claim

Claim Number and Policy

Coverage

Coverage Name, Coverage, and Policy

Damage

Claim Number, Insurance Property, and Damage Name

Insurance Property

Type, Policy, and Sequence Number

Involved Party

Claim Number, Contact, and Role

Policy

Policy Number

Policy Holder

Policy, Role

Automotive

Dealer

Name

Financial Information

Finance Detail #

NOTE: The Finance Detail # is automatically generated by Oracle CRM On Demand. No other field is considered for duplicate checking.

Make

Make

Sales History

Sales Number

NOTE: The Sales History # is automatically generated by Oracle CRM On Demand. No other field is considered for duplicate checking.

Sales Hours

Day and Open Time

Service History

SH #

NOTE: The Service History # is automatically generated by Oracle CRM On Demand. No other field is considered for duplicate checking.

Service Hours

Day and Open Time

Territory

Name

Vehicle

VIN

Vehicle Contact

User Name


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.