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niki s 7 Hello I have a requirement, I want to show error message if any user try to create a new contact with same name that is already association with a account. using workflow or validation rule.
Hello I have a requirement, I want to show error message if any user try to create a new contact with same name that is already association with a account.
using workflow or validation rule.
Please don't recommend to use trigger. I know how to achieve this using trigger
using workflow or validation rule.
Please don't recommend to use trigger. I know how to achieve this using trigger
You Can Try
A: Matching Rule
B: Duplicate Rule
To Stop From Creating Contact With Same Name
Please Mark It As Best Answer If It Helps
Thank You!
Select Contact Object Click Next
Click Save Click Activate.
Go To Setup > Quick Find > Duplicate Rule
Click New Rule Select Contact Object
In The Matching Rule Section Click on Matching Rule input From DropDown Select the Matching Rule You Created Above
Click Save Click Activate.
Please Mark It As Best Answer If It Helps
Thank You!
Please follow below screen shot:-
if you need any assistanse, Please let me know!!
Kindly mark my solution as the best answer if it helps you.
Thanks
Mukesh