Enter a field label. Salesforce populates Field Name using the field label. This name can contain only underscores and alphanumeric characters, and must be unique in your org.
How to set standard field be unique in Salesforce apex?
And as we known, until now, we are not able to set standard Salesforce.com field be unique, only custom field have this option. So, any solution? Yes, there are few ways to get this done, from a simple one until a difficult one. 1. Trigger Using trigger may be not a simple way, we need a developer who well understand Salesforce Apex Trigger.
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 difference between external ID and unique ID in Salesforce?
Here are the differences between External IDs and Unique IDs for fields on Salesforce records. 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.
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 make a field value 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 in Salesforce?
Customize Standard FieldsNavigate to the fields page for your object.Click the field label.To add custom help text, click Edit.On the field's information page, you can—depending on your Edition—set field-level security, view accessibility settings, and configure validation rules.
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.
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 we edit standard field in Salesforce?
Under App Setup on the left side-bar, expand customize (Note: for custom objects, expand create instead and click Objects to view a list) Expand the standard object you would like to edit the standard field for. Click Fields. If the field can be edited, in the standard field list, there will be an edit button on the ...
How do I make a standard field non editable in Salesforce?
1. Open the field. 2. Click Set Field-Level Security button....For all the users:Go to the page layout.Click the Field Properties in the page layout.Make it Read-Only.
How do I customize a standard object in Salesforce?
How to Change Standard Object Names in SalesforceTo start, go to the Setup item with the gear icon in the upper right-hand corner.Next, click customize.After that, hit the option labeled Tab Names and Labels.Click on Rename Tabs and Labels.Now, select the tab or object that you want to rename and then hit edit.More items...•
Sunday, October 28, 2012
Salesforce.com administrators and consultants often get business requirement to set standard Salesforce.com fields to be unique. In some companies, we need to make sure every mobile phone in Contacts have to be unique (if it is not blank).
Can we set Salesforce.com standard field to be unique?
Salesforce.com administrators and consultants often get business requirement to set standard Salesforce.com fields to be unique. In some companies, we need to make sure every mobile phone in Contacts have to be unique (if it is not blank).
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.
