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howard zien 24 how can i enforce uniqueness on a standard field in a standar object. like the name field in the account object
how can i enforce uniqueness on a standard field in a standar object. like the name field in the account object
i know how to define uniqueness on a custom object and custom field. But how do i do it on a standard object and field?
i know how to define uniqueness on a custom object and custom field. But how do i do it on a standard object and field?
You can create new field "Custom Account Name" and write workflow rule for update this field for standart Account Name every time a record is created or edited. This custom field you can make unique.
As a common practice, if your question is answered, please choose 1 best answer.
But you can give every answer a thumb up if that answer is helpful to you.
Thanks,
Alex
All Answers
You can create new field "Custom Account Name" and write workflow rule for update this field for standart Account Name every time a record is created or edited. This custom field you can make unique.
As a common practice, if your question is answered, please choose 1 best answer.
But you can give every answer a thumb up if that answer is helpful to you.
Thanks,
Alex
Go to Setup -> Data.com Administration -> Duplicate Management. There you need create Matching Rules and Duplicate Rules. The duplicate rule tells Salesforce what action to take when duplicates are identified. The matching rule defines how records are compared to one another to identify possible duplicates.
Thanks,
Alex