• Boussad
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  • Member since 2017
  • Technical and functional Consultant


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Hello everyone,

I have an object called Patient_Physician__c where we associate Patient Accounts and Physician Accounts to eachother. I have a checkbox on the Patient Physician object that tells us if this physician is the primary care physician for the patient. The field is called Primary_Physician__c

I want to there to only be one primary care physician allowed in this object for each Patient Account, so that we dont have multiple physicians denoted as the PCP. Also a good thing to note, a Physician can be the PCP for any number of Patient's

I am not exactly sure which tool to use for this. I was thinking a validation rule but can a validation rule look at other records within that object and prevent the record from saving? Or would this be some sort of Apex trigger validation rule? 

I would love to hear your thoughts on this
I have installed an app for currency update.
but the app doesn't update automatically.
Is there a way (Flow or sth) I can update currency on opportunity while using this app ?
Any help would be appreciated.