Resolve duplicate Contacts in the Salesforce base integration
If you run into duplicate Contacts in the Salesforce base (NPSP) integration, that usually means your Duplicate Rules don’t match your GoFundMe Pro data, or a few settings need adjusting.
This article covers three steps you can take to prevent and clean up duplicates.
Note: If you get the DUPLICATES_DETECTED error message, this is related to a failed transaction sync. Read our tips on resolving this error message.
Check your Duplicate Rules
When matching Contacts, the Salesforce base integration looks at active Duplicate Rules on the Contact object. These rules prevent duplicate Contacts, so if you run into duplicate issues, you may need to refine the matching criteria on any active rules.
To do so:
- Select Setup in Salesforce
- Search for duplicate rules
- Change the view to Contact (optional but helpful)
- Select an active Duplicate Rule to view the matching criteria
In many cases, the matching criteria are too vague which leads to duplicate Contacts. To prevent this, you'll want to adjust the matching criteria in your rule.
For instance, use Exact instead of Fuzzy matching or include more fields in your matching rule (we recommend using Salesforce's Standard Contact Matching Rule).
Tip: You can also have the integration ignore a rule. To do so, add a condition that prevents it from running for the integration user.
Double-check your Control Panel settings
Three settings in the Control Panel can affect Contact creation and matching. To access and review these settings:
- Select the Salesforce App Launcher
- Search GoFundMe Pro Control Panel V2
- Select Settings
- Select Account & Contact
From there, review the settings in the following sections.
Enhanced Contact Matching
This setting must be turned on for GoFundMe Pro to recognize your Duplicate Rules. If Enhanced Contact Matching (ECM) is turned off, the integration will only use the email address to create and match Contacts, which can increase the chances of duplicate records.
NPSP Email Matching
When this setting is turned on, GoFundMe Pro will look across all NPSP email fields (alternate email, personal email, and more) to match Contacts. This will decrease the chances of duplicate Contacts if your donors use various emails when giving.
Note: If you use NPSP Email Matching on top of Enhanced Contact Matching, it can affect how Contacts match. You can find more information in the FAQ section.
Use GoFundMe Pro Supporter information for Contact matching and creation
Turn this setting on if you want GoFundMe Pro to create or match Contacts with the Supporter information in your GoFundMe Pro account. If this setting is off, check the billing information on the transaction, which could be different than what is on your existing Contact record.
If you turn this setting on and still get duplicate Contacts, you may need to update the Salesforce GoFundMe Pro Supporters record. You can find more information on how to do this in the FAQ section.
Merge or delete duplicate Contacts
Checking your Duplicate Rules and Control Panel settings will help prevent future instances of duplicate Contacts. Any duplicate Contacts that remain can be manually merged or deleted.
If you continue to have duplicate Contacts, we recommend repeating the steps in the previous sections as a double-check.
Frequently asked questions
How does NPSP Email Matching work with Enhanced Contact Matching?
With both settings active, the Salesforce base integration will return a list of Contacts matched from your Duplicate Rules and another list of Contacts that matched the NPSP email. Then, the integration will compare the Contacts found in both lists and return the Contact matched by Duplicate Rules and NPSP email.
If the ECM setting is inactive or no match is returned from the Duplicate Rules, then NPSP Email Matching will match the email as well as the First Name and Last Name.
Where can I find the GoFundMe Pro Supporters record in Salesforce?
The GoFundMe Pro Supporters record in Salesforce shows the relationship between the Supporter information in your GoFundMe Pro account and the Contact record that was created or matched.
This record is added as a Related List by default to the StayClassy Contact record type. If you are using a custom record type for the Contact object, manually edit the Related List section of your record type to add the GoFundMe Pro Supporters record.