sf_find_duplicates: Find Duplicate Records
In salesforcer: An Implementation of 'Salesforce' APIs Using Tidy Principles

sf_find_duplicates

R Documentation

Find Duplicate Records

Description

Performs rule-based searches for duplicate records.

Usage

sf_find_duplicates(
  search_criteria,
  object_name,
  include_record_details = FALSE,
  guess_types = TRUE,
  verbose = FALSE
)

Arguments

`search_criteria`	`list`; a list of fields and their values that would constitute a match. For example, list(FirstName="Marc", Company="Salesforce")
`object_name`	`character`; the name of the Salesforce object that the function is operating against (e.g. "Account", "Contact", "CustomObject__c").
`include_record_details`	`logical`; get fields and values for records detected as duplicates by setting this property to `TRUE`. Get only record IDs for records detected as duplicates by setting this property to `FALSE`.
`guess_types`	`logical`; indicating whether or not to use `col_guess()` to try and cast the data returned in the recordset. If `TRUE` then `col_guess()` is used, if `FALSE` then all fields will be returned as character. This is helpful when `col_guess()` will mangle field values in Salesforce that you'd like to preserve during translation into a `tbl_df`, like numeric looking values that must be preserved as strings ("48.0").
`verbose`	`logical`; an indicator of whether to print additional detail for each API call, which is useful for debugging. More specifically, when set to `TRUE` the URL, header, and body will be printed for each request, along with additional diagnostic information where available.

Value

tbl_df of records found to be duplicates by the match rules

Note

You must have active duplicate rules for the supplied object before running this function. The object_name argument refers to using that object's duplicate rules on the search criteria to determine which records in other objects are duplicates.

Examples

## Not run: 
# use the duplicate rules associated with the Lead object on the search 
# criteria (email) in order to find duplicates
found_dupes <- sf_find_duplicates(search_criteria =
                                    list(Email="bond_john@grandhotels.com"),
                                  object_name = "Lead")
                                  
# now look for duplicates on email using the Contact object's rules
found_dupes <- sf_find_duplicates(search_criteria = 
                                    list(Email="bond_john@grandhotels.com"),
                                  object_name = "Contact")

## End(Not run)

salesforcer documentation built on March 18, 2022, 6:26 p.m.