Salesforce: Prevent Duplicate Record By Name
June 25, 2015 /
Posted in Salesforce Corner
Scenario: An automation to prevent a record with the same name from being created twice.
Problem: Object name is a standard text field and you won’t be able to make it unique.
Solution #1: Salesforce Duplicate Management Feature. Refer to this blog here for more information.
Solution #2: Validation rule with Vlookup function.
Example:
Please take note that you will need to use $ObjectType in your Vlookup formula. $ObjectType is to tell the formula that it needs to refer to an object in that organisation. Here is how you can select your object from $ObjectType (Only available for custom objects):
For more details on how to use the Vlookup function, click here.
