you can do the following: 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.
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.
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.
What is the external ID field in Salesforce?
The 'External ID' field may be used to reference an ID from another, external system. External IDs are searchable in Salesforce and you can also use the Upsert API call with the External ID to refer to records when making changes via Data Loader.
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.
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 you make a standard field unique in Salesforce?
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.
How do you make a unique field combination in Salesforce?
All you have to do is create a new "Matching Rule" on your desired object (Standard or Custom), activate it, and then create a new "Duplicate Rule" and have it use the "Matching Rule" you just created/activated. Easy peasy!
What type of fields can be marked as unique in Salesforce?
The field type should be any one of auto-number, email, number, or text. Custom fields marked as unique also count against an object's limit of 7 External IDs' fields.
Can you make a standard field unique?
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 you prevent duplicate names in Salesforce?
Block sales reps from creating duplicate leads. In the Standard Lead Duplicate Rule, select Block instead of Allow. With the Standard Lead Duplicate Rule set to block duplicates, a rep can click to view duplicates of leads but can't save a new lead.
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 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 make an email field unique in Salesforce?
To create a unique email address fieldIn Classic: Go to Setup | Customize | Contacts | Fields. ... Click the “New” button.Choose the “Email” data type.Click the “Next” button.Give it a name.Make sure you check the box next to “Unique”.Click the “Next” button until you are allowed to “Save”.
What is an identity field in Salesforce?
The SFDC (salesforce.com) ID is a unique identifier of any records located in Salesforce organizations. These IDs exist in 15-character or 18-character formats and are stored in the id field of any Salesforce objects. The 15-character SFDC ID can be converted into an 18-character format.
What type of custom fields can be used as external ID choose 3 options?
External ID fields must be Custom text, number or email fields.
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.
