WE have frequent issue where team members are creating duplicate customers and other objects in our instance and need to enforce unique values on certain fields is there a formula available to do this?
Hi,
With the creation of objects you have the flexibility to create the same objects with the same nameā¦Ā it is only their ID that is unique (for users it is the user name).
To enforce unique values, you will need to create validation / workflow rules or use a custom action on the specific object, e.g. Customer object, to prevent the creation of a customer with the same name of an already existing customer.
I would recommend to speak to your Professional Services Consultant for assistance.
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Thanks
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