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Shyamala VaradharajanShyamala Varadharajan 

How to check Duplicates while inserting Record and update existing record if its already exists

Hello,

I have a Custom Object with 3 text fields  and 1 Date Field. If I try to create a new record with same values for all 4 fields then need to throw Duplicate Error else if I have same values in Text Field and  Date is different then need to update the existing record with new Date value. How can I achieve this . Please help
Sai PraveenSai Praveen (Salesforce Developers) 
Hi Shyamala,

Did you try using Matching rule and Duplicate rules to achive this.please find the below article for the same.

https://trailhead.salesforce.com/content/learn/modules/sales_admin_duplicate_management/sales_admin_duplicate_management_unit_2

If this solution helps, Please mark it as best answer.

Thanks,
 
Shyamala VaradharajanShyamala Varadharajan
Hi ,

Is it possible to do with Trigger as I need to do this with Trigger.
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