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?
Solved
How to enforce unique field values.
Best answer by Limori
Hi,
With the creation of objects you have the flexibility to create the same objects with the same name… 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.
This topic has been closed for replies.
+4Hi,
With the creation of objects you have the flexibility to create the same objects with the same name… 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.
Thanks
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