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我看过使用 De-Duping 工具的传统方法,但是因为我为一个多联盟的组织工作,所以当我实际上需要查看数据库的各个部分时,De-duping 工具会查看整个数据库,所以我决定尝试创建我自己的重复数据删除工具。

到目前为止,我已经创建了以下 apex 。顶点当前查看潜在客户上的公司名称,如果与数据库中的另一个公司名称完全匹配,它会向用户提供错误消息“另一个新潜在客户具有相同的公司名称”</p>

如果公司名称准确,那就太好了,但是我需要它更灵活。

例如,如果“汉堡王有限公司”是 2012 年创建的潜在客户,而卖家决定在 2013 年创建一个名为“汉堡王有限公司”的潜在客户,这与 2012 年创建的潜在客户是同一家公司。

我想建立一个模糊逻辑,查看新线索,如果有轻微相似之处,则忽略新线索

Trigger DuplicateLeadPreventer on Lead
                               (before insert, before update) {

//Get map of record types we care about from Custom Setting
 Map<String, Manage_Lead_Dupes_C__c> leadrtmap = Manage_Lead_Dupes_C__c.getAll();




 //Since only certain leads will match, put them in a separate list
 List<Lead> LeadstoProcess = new List<Lead> ();

 //Company to Lead Map
 Map<String, Lead> leadMap = new Map<String, Lead>();

    for (Lead lead : Trigger.new) {

     //Only process for Leads in our RecordTypeMap
         if (leadrtmap.keyset().contains(lead.RecordTypeId) ) {

        // Make sure we don't treat an Company name that 
       // isn't changing during an update as a duplicate. 

              if (
                 (lead.company != null) &&
                 (Trigger.isInsert ||
                 (lead.company != Trigger.oldMap.get(lead.Id).company))
                 ) 
                 {

                    // Make sure another new lead isn't also a duplicate 

                        if (leadMap.containsKey(lead.company)) {
                            lead.company.addError('Another new lead has the '
                                            + 'same company name.');
                        } else {
                            leadMap.put(lead.company , lead);
                            LeadstoProcess.add(lead);
                        }
                }
    } //end RT If Check
    } //End Loop

    /*
     Using a single database query, find all the leads in 
     the database that have the same company address as any 
     of the leads being inserted or updated. 

   */

    Set<String> ExistingCompanies = new Set<String> ();

            for (Lead l: [Select Id, Company from Lead WHERE Company IN :leadMap.keyset()
                             AND RecordTypeId IN :leadrtmap.keyset()]) {
                          ExistingCompanies.add(l.Company);
                }

    //Now loop through leads to process, since we should only loop if matches
    for (Lead l : LeadstoProcess) {
        if (ExistingCompanies.contains(l.company) ) {
             l.company.addError('A lead with this company '
                               + 'name already exists.');
        }
    }
}
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