Understand how duplicate detection works and how to manage potential duplicates when reviewing email-parsed records.

note: Before you send your emails to your dedicated email service make sure that duplicate Rules are configured for the parsed objects .

How duplicate detection works
While the Harvest processes an email and creates record request set, system automatically runs your Salesforce Duplicate Rules against each suggested record. Once the record request set obtained Ready for approval status, you can review the identified pre-existing records in the system.  If a potential duplicate is found:

• The record card displays an Exists badge.
• The standard Quick Create button is disabled — you must resolve the duplicate first

Resolving a potential duplicate
If exactly one matching record is found:

1. Click the Review&Compare icon on the record card with the Exists badge.
   
2. The Comparison view opens directly showing suggested vs. existing field values.
   

   

3. Select individual field checkboxes to mark which values to update, or use the Select All checkbox at the top to check or uncheck all fields at once.
4. Click Update selected fields to apply changes, or click Keep existing record to leave the existing record unchanged. See the dedicated guide for update of existing records.

note: Supported editable field types in the Comparison view include text, text area, percent, currency, email, phone, checkbox, number, date, single-select picklist, multi-select picklist, dependent picklist, global value set picklist, and lookup fields.

Resolving multiple potential duplicates
If more than one matching record is found:

1. Click the Review&Compare icon on the record card with the Exists badge.
2. The Potential Duplicates dialog opens, listing all matches with their name, created date, and last modified date.
3. Click Update next to the record you want to update. The Comparison view opens for that record.
4. Complete the update or keep the existing record (see above).
   

   

Creating a new record despite a detected duplicate
You can opt for creation of a new record either on the dedicated card of the suggested record  clicking on Create new button or on the Potential duplicates dialog:

1. Click the Review&Compare icon on the card with the Exists badge.
2. In the Potential Duplicates dialog, click Create new record.
3. The record edit form opens for review and adjustment.
4. Click Save to create the new record.
   

   

    

Note: If a blocking Duplicate Rule is active, a warning banner is shown in the dialog and you won't be able to create a new record with no changes. Contact your admin to adjust the duplicate rule configuration if needed.

Notification when an Allow-but-alert duplicate is saved
When your org's duplicate rule action is set to Allow, but alert, Harvest saves the new record but warns you that a potential duplicate exists. After saving, you see a confirmation message:

<Record name> was saved. Potential duplicates are identified <org's error message>.

When multiple duplicate rules are triggered, only the error message of the first rule received is shown. This behaviour applies to Enforce sharing rules record-level security only.

Effect on dependent records
When records in the same Record Request Set reference each other via lookup fields when you update an existing record (instead of creating a new one), any dependent record in the same set that references the resolved record will automatically point to the existing (updated) record. This prevents broken lookup references across related records in the set and eliminates the need for manual corrections.