Getting Started > Working with Records > About Duplicates When Creating Records
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:
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.
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Records of This Type
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Are Duplicates If All of These Fields Match
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Account
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Account Name and Location
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Account Competitor
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Competitor Name
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Account Partner
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Partner Name
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Address
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Address Name
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Appointment Contact
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Contact Name
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Appointment User
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User Name
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Attachments
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File Name
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Business Plan
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Plan Name, Type, Status, and Period
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Campaign
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Source Code
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Campaign Recipient
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Contact
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Division
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Division Name
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Event
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End Date and Name
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Objective
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Objective Name, Type, Status, and Period
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Opportunity
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Opportunity Name, Account, and Primary Contact ID
NOTE: The Primary Contact ID is the ID of the contact that you select in the Primary Contact Last Name field.
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Opportunity Competitor
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Competitor Name
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Opportunity Partner
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Partner Name
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Plan Account
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Account and Business Plan Name
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Plan Contact
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Contact and Business Plan Name
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Plan Opportunity
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Business Plan and Opportunity
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Product
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Product Name
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Product Category
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Category Name
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Service Request
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Service Number
NOTE: The Service Number is automatically generated by Oracle CRM On Demand.
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Social Media
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Unique ID
NOTE: Oracle CRM On Demand automatically sets the Unique ID field to the Row ID of the record.
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Social Profile
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Author, Community, and Contact
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Solution
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Title
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Task Contact
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Contact Name
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Task User
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User Name
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Team
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User Name
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User
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User ID and Company Sign In ID
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Partner Relationship Management
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Accreditation
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Accreditation Name
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Accreditation Request
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Accreditation Name, Partner Name, and Request Date
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Application
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Application ID
NOTE: The Application ID is automatically generated by Oracle CRM On Demand.
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Certification
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Certification Name
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Certification Request
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Certification Name, Contact Name, and Request Date
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Course
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Course Name
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Course Enrollment
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Course Name, Candidate Name, and Enrollment Date
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Deal Registration
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Name and Principal Partner
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Exam
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Exam Name
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Exam Registration
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Exam Name, Candidate Name, Owner, and Exam Date
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Fund
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Fund ID
NOTE: Oracle CRM On Demand automatically sets the Fund ID field to the Row ID of the record.
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Fund Request
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Request Name and Request Date
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MDF Request
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Request Name and Request Date
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Partner
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Partner Name and Location
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Partner Program
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Partner Program Name
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Price List
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Price List Name and Type
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Price List Line Item
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Price List, Product, and Type
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Life Sciences
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Allocation
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Allocation Type, Sample, and Owner
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Blocked Product
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Product, Contact
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Contact Best Time
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Day, Start Time, End Time, Address, and Contact Full Name
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Contact State License
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License Number and Contact Full Name
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HCP Contact Allocation
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Contact Name, Product Name, Allocation Type, and Start Date
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Inventory Audit Report
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Type, Status, Reason, Completed Date, Inventory Period, and Owner User Sign In ID
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Inventory Period
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Start Date, Active, Reconciled, and Owner
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Message Response
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Response, End Time, Start Time, Sequence Number, Followup, and Solution ID
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Messaging Plan
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Name, Disclosure Mandatory, Lock Sequence, Enable Followup, Status, Type, Product Name, and Owner
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Messaging Plan Item
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Disclosure Message, Sequence Number, Type, Parent Messaging Plan, and Solution Name
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Messaging Plan Item Relations
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Type, Parent MP Item, and Solution Name
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Product Detailed
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Product name and Indication picklist, or Product name with Product-Indication selection
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Product Indication
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Indication Name and Product Name
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Promotional Item Dropped
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Product
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Related Disclaimer
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Language and Sample Disclaimer Row ID
NOTE: The Sample Disclaimer Row ID is taken from the parent sample disclaimer.
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Sample Dropped
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Product, with either no sample lots or with the same sample lot
NOTE: Products with different sample lot numbers are considered unique.
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Sample Inventory
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Inventory Period and Sample
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Sample Lot
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Lot # and Sample
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Sample Transaction
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Name, Date, and Type
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Signature
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Signature Control and Activity
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Transaction Item
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Line Number, Transaction #, and Sample
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Wealth Management
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Financial Account
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Financial Account
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Financial Account Holder
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Business Account, Financial Account Holder Name, Financial Account, and Role
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Financial Account Holding
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Financial Account, Financial Product, and Financial Account Holdings Name
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Financial Plan
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Financial Account, Financial Plan Name, and Type
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Financial Product
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Financial Product Name
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Financial Transaction
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Financial Account, Financial Product, and Transaction ID
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Portfolio
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Account Number and Product
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Insurance
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Broker Profile
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Partner, Broker Profile Year, and Broker Profile Name.
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Claim
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Claim Number and Policy
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Coverage
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Coverage Name, Coverage, and Policy
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Damage
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Claim Number, Insurance Property, and Damage Name
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Insurance Property
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Type, Policy, and Sequence Number
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Involved Party
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Claim Number, Contact, and Role
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Policy
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Policy Number
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Policy Holder
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Policy, Role
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Automotive
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Dealer
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Name
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Financial Information
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Finance Detail #
NOTE: The Finance Detail # is automatically generated by Oracle CRM On Demand.
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Make
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Make
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Sales History
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Sales Number
NOTE: The Sales History # is automatically generated by Oracle CRM On Demand.
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Sales Hours
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Day and Open Time
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Service History
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SH #
NOTE: The Service History # is automatically generated by Oracle CRM On Demand.
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Service Hours
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Day and Open Time
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Territory
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Name
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Vehicle
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VIN
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Vehicle Contact
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User Name
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