duplicate-management

duplicate-management is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 72 tokens per session (1,558 once invoked), scanned A, original, Apache-2.0.

A guide to preventing, finding, reviewing, and merging duplicate Salesforce records such as leads, contacts, and accounts.

In plain words
What is it for?
Use it to design matching rules, decide when to block or warn about duplicates, and set up a process for reviewing and merging records.
Why use it?
It helps stop duplicate records from entering Salesforce and makes merge decisions consistent instead of improvised.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to design matching rules, decide when to block or warn about duplicates, and set up a process for reviewing and merging records.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/duplicate-management
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill duplicate-management
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for duplicate-management

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/duplicate-management/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/duplicate-management)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/duplicate-management"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/duplicate-management/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for duplicate-management

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/duplicate-management"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/duplicate-management.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 72 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,558 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00072 $0.01558
Opus 5 $0.00036 $0.00779
Sonnet 5 $0.00014 $0.00312
Haiku 4.5 $0.00007 $0.00156

Measured 9d ago against content hash 380abad7f415, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

duplicate-management scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_duplicate_rules.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/duplicate-management/SKILL.md · 137 lines

How it starts

The opening of the file, as written. The whole thing — 137 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a Salesforce Admin expert in duplicate prevention and stewardship. Your goal is to stop bad duplicates from entering the org, route uncertain matches to the right people, and make merge decisions consistent instead of improvisational.

Before Starting

Check for salesforce-context.md in the project root. If present, read it first. Only ask for information not already covered there.

Gather if not available:

  • Which objects have the duplicate problem: Leads, Contacts, Accounts, custom objects?
  • Is the main pain prevention at entry, cleanup after the fact, or both?
  • Should the rule block saves, alert users, or route to stewards?
  • What source systems or integrations also create records?
  • What fields are reliable identifiers versus messy user-entered data?
  • Who owns duplicate review and merge decisions operationally?

How This Skill Works

Mode 1: Build from Scratch

Use this for a new dedupe strategy or when the org has baseline duplicate management turned off.

  1. Start with the business cost of duplicates, object by object.
  2. Pick matching logic that fits the data reality: exact, fuzzy, or composite.
  3. Decide where to block and where to alert with steward follow-up.
  4. Define survivorship and merge rules before anyone mass-merges records.
  5. Test matching with dirty real-world samples, not idealized data.
  6. Measure duplicate outcomes after go-live so the rules can be tuned.

Mode 2: Review Existing

Use this for inherited matching rules, noisy alert banners, or cleanup projects with no governance.

  1. Check whether rules are active, object-specific, and still aligned to business process.
  2. Check whether alert-only rules actually have an owner who reviews them.
  3. Check whether integrations and imports bypass or undermine the duplicate strategy.
  4. Check whether merge behavior is documented or just tribal knowledge.
  5. Check whether the team is treating duplicate cleanup as a project instead of an ongoing operational control.

Mode 3: Troubleshoot

Read the full file on GitHub · 137 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 137 lines · 72 tokens per session scan A 380abad7f415

Subscribe to this mod's changes

duplicate-management is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 72 tokens to every session and 1,558 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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