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Clayto63 Prevent Duplicate Advice
hi, I am looking for advice on the best approach to prevent duplicates in a custom object. The scenario is this;
For each day, a customer may have many appointments of a certain type (Type1). Once an appointment for that day is added to the object (this is currently done via a process and flow), I do not want another to be added, but I do want to flag a boolean field to show that the customer has more than one appointment.
This is what I currently have;
cust appointmentdate type
001 01-03-2020 Type 1
001 01-03-2020 Type 2
I require;
cust appointmentdate type other appointments
001 01-03-2020 Type 1 Yes
002 01-03-2020 Type 1 No
Any advice on the best way to approach this would be great. thanks in advance,
For each day, a customer may have many appointments of a certain type (Type1). Once an appointment for that day is added to the object (this is currently done via a process and flow), I do not want another to be added, but I do want to flag a boolean field to show that the customer has more than one appointment.
This is what I currently have;
cust appointmentdate type
001 01-03-2020 Type 1
001 01-03-2020 Type 2
I require;
cust appointmentdate type other appointments
001 01-03-2020 Type 1 Yes
002 01-03-2020 Type 1 No
Any advice on the best way to approach this would be great. thanks in advance,
One of the possible ways to prevent duplicate records is by using a trigger before insert.
Consider the scenario where we are preventing the account record from being inserted if an account record with the same name already exists.
https://developer.salesforce.com/forums/?id=906F0000000fyhvIAA
In the above link, it states a sample code that you can use for reference.
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_bestpract.htm
The above link gives a few of the best practices that you can use.
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.
Thank you!
Warm regards!
Anutej Poddaturi