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Ajay Kumar 583
validation rule How to make sure no two Opportunities have same Name.
Hi,
Using validation rule How to make sure no two Opportunities have same Name.
Rule will throw error only if “Some Field” field “value” is checked to false.
And able to control email sending behaviour based on User/Profile.
Thanks,
Aj
Using validation rule How to make sure no two Opportunities have same Name.
Rule will throw error only if “Some Field” field “value” is checked to false.
And able to control email sending behaviour based on User/Profile.
Thanks,
Aj
In General way, you can't do this.
But using the custom field and workflow rule you can do this.
Create a new Text field on Opportunity called 'Unique Name'
Set the field to Required and Unique
Use a Workflow Rule to automatically populate this field with the Name of the Opportunity anytime an Opportunity record is created or edited
If the Workflow Rule tries to populate the field with an Opportunity Name that already exists, an error will be thrown.
I suggest you visit this link, it will help you
https://success.salesforce.com/answers?id=90630000000CwKwAAK
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Deepali Kulshrestha.
All Answers
The only way to search the Object for a value (duplicate check) in Validation Rule is VLOOKUP but unfortunately VLOOKUP can only be used with Custom objects. So its not possible to make sure no two Opportunities have same Name via validation rule. You have to go with Trigger to achieve this.
I hope the answer is helpful for you.
Regards
Karthik
In General way, you can't do this.
But using the custom field and workflow rule you can do this.
Create a new Text field on Opportunity called 'Unique Name'
Set the field to Required and Unique
Use a Workflow Rule to automatically populate this field with the Name of the Opportunity anytime an Opportunity record is created or edited
If the Workflow Rule tries to populate the field with an Opportunity Name that already exists, an error will be thrown.
I suggest you visit this link, it will help you
https://success.salesforce.com/answers?id=90630000000CwKwAAK
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Deepali Kulshrestha.