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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 Disclaimer NOTE: Only one sample disclaimer where the disclaimer type is set to Global can be active at any time, and only one sample disclaimer where the disclaimer type is set to Multilingual can be active for any country at any time. Sample Request Sample Request Item Special Pricing Product Special Pricing Request 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
Division | Division Name
Event | End Date and Name
Objective | Objective Name, Type, Status, and Period
Opportunity | 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.
Opportunity Competitor | Competitor Name
Opportunity Partner | Partner Name
Plan Account | Account and Business Plan Name
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.
Social Media | Unique ID NOTE: Oracle CRM On Demand automatically sets the Unique ID field to the Row ID of the record.
Social Profile | Author, Community, and Contact
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.
Certification | Certification Name
Certification Request | Certification Name, Contact Name, and Request Date
Course | Course Name
Course Enrolment | Course Name, Candidate Name, and Enrolment 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.
Fund Request | Request Name and Request Date
MDF Request | Request Name and Request Date
Partner | Partner Name and Location
Partner Programme | Partner Programme Name
Price List | Price List Name and Type
Price List Line Item | Price List, Product, and Type
Life Sciences
Allocation | Allocation Type, Sample, and Owner
Blocked Product | Product, Contact
Contact Best Time | Day, Start Time, End Time, Address, and Contact Full Name
Contact State Licence | Licence Number and Contact Full Name
HCP Contact Allocation | Contact Name, Product Name, Allocation Type, and Start Date
Inventory Audit Report | Type, Status, Reason, Completed Date, Inventory Period, and Owner User Sign In ID
Inventory Period | Start Date, Active, Reconciled, and Owner
Message Response | Response, End Time, Start Time, Sequence Number, Follow-up, and Solution ID
Messaging Plan | Name, Disclosure Mandatory, Lock Sequence, Enable Follow-up, 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 | Product name and Indication picklist, or Product name with Product-Indication selection
Product Indication | Indication Name and Product Name
Promotional Item Dropped | Product
Related Disclaimer | Language and Sample Disclaimer Row ID NOTE: The Sample Disclaimer Row ID is taken from the parent sample disclaimer.
Sample Dropped | Product, with either no sample lots or with the same sample lot NOTE: Products with different sample lot numbers are considered unique.
Sample Inventory | Inventory Period and Sample
Sample Lot | Lot # and Sample
Sample Transaction | Name, Date, and Type
Signature | Signature Control and Activity
Transaction Item | 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.
Make | Make
Sales History | Sales Number NOTE: The Sales History # is automatically generated by Oracle CRM On Demand.
Sales Hours | Day and Open Time
Service History | SH # NOTE: The Service History # is automatically generated by Oracle CRM On Demand.
Service Hours | Day and Open Time
Territory | Name
Vehicle | VIN
Vehicle Contact | User Name

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.