Creating a Custom Condition to Bypass Duplicate Error Message in Salesforce

  • 13 July 2022
  • 1 reply
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Userlevel 1

Hey everyone! Shane here from Zapier Support. If turning off the Alerts isn't practical when you receive a duplicate error for your Salesforce setup, you can set up a custom condition to bypass the duplication rule.

First, ask your Salesforce Administrator to create a custom field on the object(s) that you would need to send to Salesforce. We suggest calling this field Zapier Submission as a Boolean type.

  1. From Salesforce Setup, use the Quick Find box to find Duplicate Rules.

  2. Click on the rule name for the object you'd like to edit (for example, Standard Lead Duplicate Rule).

  3. Click Edit.

  4. Under Conditions, select the newly created field and set up the operator to not equal to a value of “True”.

  5. Repeat for both the lead and contact object.

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Set the value for the “Zapier Submission” field in your Zap to “True.” 

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Any lead or contact sent to Salesforce will now be excluded from the duplication rule and allow you to keep the alert turned on.


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1 reply

Userlevel 4
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Oh lovely, what a great workaround @ShaneT! —thanks for sharing this!