+ Start a Discussion
S_BatmanS_Batman 

Comparing Custom Field with Account Names

Hello, 

I am trying to avoid my team creating duplicate accounts by spelling account names incorrectly (i.e. ACME, ACEM, ACME LTD etc).

what I was thinking of doing was creating a custom field on the account level similar to email (spara@acme.com) and comparing that bolded portion to account names, and having an error message saying this account may already exist.

Is there a way to code that, or maybe even an easier way?
Best Answer chosen by S_Batman
JeffreyStevensJeffreyStevens
You could look at the new Dupe catching capabilites that came out in Summer 15.  Or you could also look at the product DupeTools - I know - in that case - you can set rules for other things that might be caught as a duplicate - like the phone number, the address, or the website field.

All Answers

JeffreyStevensJeffreyStevens
You could look at the new Dupe catching capabilites that came out in Summer 15.  Or you could also look at the product DupeTools - I know - in that case - you can set rules for other things that might be caught as a duplicate - like the phone number, the address, or the website field.
This was selected as the best answer
S_BatmanS_Batman
Thank @JeffreyStevens !!

I was able to use the Matching/Duplicates rules.