Slaesforce FAQ

how to keep standard field unique in salesforce

by Mitchel Murazik PhD Published 2 years ago Updated 2 years ago
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There is one alternative solution. Create a custom field on User, make that unique. Write a trigger on User to update that field with Extension.

Go to Setup -> Data.com Administration -> Duplicate Management. There you need create Matching Rules and Duplicate Rules. The duplicate rule tells Salesforce what action to take when duplicates are identified. The matching rule defines how records are compared to one another to identify possible duplicates.Oct 12, 2015

Full Answer

What is unique field combination in Salesforce?

Unique Field combination in Salesforce 11:23 PM While creating fields in any object you have the option of specifying the field as UNIQUE. This means that the field can only have unique values and is meant for eradicating duplicates.

What is the use of unique field?

While creating fields in any object you have the option of specifying the field as UNIQUE. This means that the field can only have unique values and is meant for eradicating duplicates. But, mostly we need to have a combination of fields to determine a unique record.

How to prevent duplicates of custom text field in Salesforce?

If you had made the custom text field Unique during the time of creation, then Salesforce would prevent us from saving the duplicate record. Hope this helps. create unique text field and update on workflow update based on combination of one or more fields entered. I have the same issue but not able to understand your approach.

How to enforce unique account names these days?

To enforce unique Account Names these days, you should probably consider using Matching Rules and the Platform standard Deduplication engine? You can create a Matching Rule that simple asserts the Account Name is unique: And then have a Deduplication rule that throws an error if that Matching Rule is fired?

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Can you make a standard field unique in Salesforce?

Currently a standard field that cannot be modified so we are unable to make it a unique identifier. In order to circumvent this issue we need to create a second custom field (with the unique flag turned on).

Is standard name field unique in Salesforce?

And as we known, until now, we are not able to set standard Salesforce.com field be unique, only custom field have this option.

How do I make a field unique in Salesforce?

1. create a text field (dont put it on the page layout) and set it as unique. 2. Create a workflow on create/edit of the table (edit of the relevant fields if you want to be efficient) that concatenates the two fields you want into the created text field AND to the record name.

Can we make text field as unique in Salesforce?

While creating fields in any object you have the option of specifying the field as UNIQUE. This means that the field can only have unique values and is meant for eradicating duplicates. But, mostly we need to have a combination of fields to determine a unique record.

How do I change the standard field name in Salesforce?

How to Rename Standard Field Labels in SalesforceGo to Setup –> Build –> Customize –> Tab Names and Labels –> Rename Tabs and Labels.Click “Edit” link.Click “Next” button.

Can we edit standard fields in Salesforce?

Tip You can't delete standard fields, but you can remove them from your page layouts.

How do you prevent duplicates in Salesforce?

Here are three ways to use a duplicate rule to handle duplicates, using leads as an example.Alert sales reps when they're about to create a duplicate lead. ... Block sales reps from creating duplicate leads. ... Prevent reps from creating duplicates of records they don't have permission to view.

What is unique field in Salesforce?

The 'Unique ID' field is a setting which prevents the same value from being used in multiple records for any specific field. External IDs are often created with the 'Unique ID' setting so that the External IDs will be unique to each record.

What types of fields can be marked as unique in Salesforce?

Salesforce allows us mark only custom fields with data type text, number or email as External IDs.

How do you prevent duplicate records in Salesforce using validation rule?

The most common way to prevent record creation or updates in Salesforce is through a validation rule. But can a validation rule prevent duplicates? The short answer: no. A standard validation rule can only use specific record data, so it can't find potential duplicate records.

How do I create a composite key in Salesforce?

When you need a custom Primary Key, Salesforce CDP can create a composite key that combines field columns. If multiple field columns represent a unique record, Salesforce CDP lets you write a formula to generate a composite key. The formula concatenating multiple source fields can serve as the primary key.

How do you make a phone number unique in Salesforce?

RelatedSalesforce Function For Validation on Selection a value from Picklist.Phone Field in Custom Object.Validation Rule on Phone Field to allow only Numbers or Blank.Phone field should not take numerical string and should not be null.Make custom field unique with validation rule using v-lookup.More items...•

Can you make the account name and billing country unique?

In such a case, you cannot make the "Account Name" as well as the "Billing Country" field s unique, since the combination of these two fields is only unique and not they both separately.

Can a field be unique?

While creating fields in any object you have the option of specifying the field as UNIQUE. This means that the field can only have unique values and is meant for eradicating duplicates. But, mostly we need to have a combination of fields to determine a unique record.

Learning Objectives

Create new custom fields to meet business requirements and facilitate accurate data entry with formulas, picklists, and lookups.

Introduction

AW Computing has established a Salesforce environment with users set up, profiles assigned, and access to records and fields configured. But they’re in need of further customization to ensure users have the necessary fields to capture the business information they need. That’s where you, the admin, come in.

Customize Profiles and Objects

Before you get to those tasks, create profiles for members of the sales and support teams.

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