Make a new text field, call it Name__c. Mark it as unique, length... probably 80, same as Name field length. Create new Workflow rule with condition ISNEW () || ISCHANGED (Name) || ISBLANK (Name__c) and the action should be a field update that simply has Name in the formula that determines new value.
Is it necessary to set standard fields to be unique in Salesforce?
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).
Is it possible to make the standard account name unique?
The article specified tells you how to make the standard account name unique. The wrinkle is that you have to actually make a copy of the name and put it in another field -- and that _other_ field is unique. Thanks for your reply and the link provided.
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 create a unique name field in VLOOKUP?
You can always use a validation rule with Vlookup to make your name field as unique. Simply make a validation rule in Account with the following error formula to display error message if we try to insert a record with a Name that already exists. @Tushar, i don't think this validation rule is working.
Is name field unique in Salesforce?
By default, Salesforce object names can be either user-provided or auto-generated. Auto generated names are unique, but quite simple — just a sequence number with optional prefix/suffix (e.g., CNTRCT-012412). User-provided names can be complex (anything a user wants!) but are not unique.
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.
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 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 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!
How do I create a unique username in Salesforce?
Make a new text field, call it Name__c . Mark it as unique, length... probably 80, same as Name field length. Create new Workflow rule with condition ISNEW() || ISCHANGED(Name) || ISBLANK(Name__c) and the action should be a field update that simply has Name in the formula that determines new value.
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.
How do I find unique fields in Salesforce?
Go to Setup-Customize-Accounts and click on fields. Scroll down to the Account Custom Fields and Relationships. The Data Type column of the table will have (Unique) or (External Id) mentioned next to the fields. Hope this helps.
What is the difference between a standard controller and a custom controller?
Custom controllers are written by you and do what your code tells them to do. StandardController: for that we can implement Standard functionalities (save, quickSave, edit, delete,cancel), and passing recordID through Addressbar we can display the Record On VF-Page.
Can we rename standard field in Salesforce?
To rename a Salesforce standard field, please go to "Rename Tabs and Labels" in Setup and find the object the field is on. Click on "Edit" next to the object's name.
Can we change name of standard fields in Salesforce?
In Salesforce we can rename the standard fields label, Follow the below steps to achieve this, 1. Go to Setup –> Build –> Customize –> Tab Names and Labels –> Rename Tabs and Labels.
How do I rename a standard field?
Simply go to the Setup menu, and type “Label” in the quick find bar. This will bring up a section to Rename Tabs and Labels. Click on Rename Tabs and Labels to see the list of Standard Objects available to customize – you can change Contacts, Accounts, Opportunities, and even the fields in one of those objects.
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).
How Do You Look at Data?
Imagine that you’ve got a stack of papers in front of you with all the information about your operations. You’ve got pages with your customer’s names, items sold, and every support ticket you’ve ever handled. Technically, all the information you need to plan out your goals is here. But how do you make use of it?
What Are Objects in Salesforce?
Instead of using spreadsheets, Salesforce uses objects. An object serves the same purpose for visualizing data. It helps you organize the information you have so it’s usable. For example, an object might include information about your customers, products, and support cases.
Why Change the Names of Standard Objects?
For most, the assigned names of Salesforce’s standard objects work just fine. However, you can get more use from custom names under the right circumstances. For instance, a funding company would use different terms in their operations than a bakery would. In an industry with distinct terminology, customization keeps processes clear.
Which Standard Objects Come With Salesforce?
Salesforce comes with a set of objects by default. These cover information that Salesforce users almost universally need. Since they include the basics for business’s day-to-day processes, they help users quickly set up their org and get thorough help from their support articles.
What Purpose Do Fields Serve?
Fields in Salesforce let you fill in different types of information about an object. For example, some information you may put in fields could include a prospect’s name, contact information, the cost of a product, the owner of an account, or the last person who modified the data.
What is the Difference Between a Standard and Custom Object?
What happens if you can’t use one of Salesforce’s out-of-the-box objects to do what you want? There’s no need to call for help yet. The next step is to look at Salesforce’s custom objects. These are objects that let you set names, input fields, and input types so you can keep track of information.
What Should You Consider Before Changing Object and Field Names?
Sometimes, you don’t need to create an entire custom object to solve the problem. For example, if your ultimate goal is to keep terminology consistent or you can use an existing object’s configuration to do what you need, all you have to change the name.
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.
