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John Manager Training Dep Duplicate management hindering record update in process builder?
Hi Team,
I have a contact object on which I allow creation of duplicates on Fuzzy Last Name OR Exact email address but provide an Alert warning.
The process builder conflicts with the Duplicate Management on the edit. When I uncheck the alert on edit the record is allowed to be saved. What is the best way to make sure that alert is obtained during edit as well and I am allowed to save the record.
Many Thanks in advance for all your help and support!
I have a contact object on which I allow creation of duplicates on Fuzzy Last Name OR Exact email address but provide an Alert warning.
The process builder conflicts with the Duplicate Management on the edit. When I uncheck the alert on edit the record is allowed to be saved. What is the best way to make sure that alert is obtained during edit as well and I am allowed to save the record.
Many Thanks in advance for all your help and support!
Greetings to you!
There's an idea which is active on the success community with a similar discussion for which you can upvote so that it gets available in the future.
https://success.salesforce.com/ideaView?id=08730000000oMVgAAM
However, you can use a trigger. Please refer to the below links which might help you further with the above issue.
https://success.salesforce.com/answers?id=9063A000000pHvPQAU
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas