Salesforce
      Back to home
      1. MMC Help Center
      2. CRM-Specific Guides
      3. Salesforce

      Does MigrateMyCRM Respect Salesforce Deduplication Rules During Data Migration?

      Yes, MigrateMyCRM fully respects and adheres to Salesforce CRM's deduplication rules during data migration.

      How Our Deduplication and Merging Logic Works

      During migration, our tool attempts to create each record in the target Salesforce CRM. If Salesforce detects a duplicate based on its duplicate rules and returns the ID of the existing record, our system will:

      • Match the source record to the existing target record using that ID.

      • Skip creating a new record to prevent duplication.

      • Reassign any related or associated records (e.g., activities, notes, contacts) to the existing record in Salesforce.

      How Salesforce Handles Duplicates

      Salesforce uses a combination of:

      • Matching Rules – Define what makes records “similar” (e.g., same email or name).

      • Duplicate Rules – Specify what actions to take when a duplicate is found (allow, block, or alert).

      You can read more about Salesforce duplicate management here.

      To avoid deduplication in Salesforce, you will need to disable duplicate rules for the period of migration. Here's how to do this.

      To temporarily disable duplicate rules in Salesforce:

      1. Log in to Salesforce as an admin.

      2. Click the gear icon (⚙️) and select Setup.

      3. In the Quick Find box, type: Duplicate Rules.

      4. Click on Duplicate Rules in the results.

      5. Browse the list to find the rule(s) you want to disable.

      6. Click the dropdown arrow (▼) next to the rule, and select Deactivate.

      This prevents the rules from blocking or flagging records during migration.

      🧩 Support for Custom Fields

      MigrateMyCRM also supports deduplication using custom fields created manually in your Salesforce environment.

      Note: To use custom fields in deduplication, make sure the field is set to “Do not allow duplicate values.”

      salesforce_duplicate_new_custom_1

       

      Important note: Salesforce duplicate rules can prevent duplicates between contacts and leads. For MigrateMyCRM, those are separate objects, and we do not provide merging between different object records. For this reason, such records will be marked as pending in the wizard report. To resolve this, you can disable these duplicate rules and request that our team migrate the pending records.