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LBarton Preventing Contacts from Duplicating Leads Except When Being Converted
I want to avoid contacts from having the same email address as a lead except in the situation where a user is manually converting a lead. I have modified the cookbook code used to avoid duplicates and tried adding
if (lead.IsConverted == false )
However, this is not doing what I want. Evidently it is seeing if the lead has been converted but not if it is currently abut to be converted. Thanks for your help! Here is the code:
trigger
PreventDuplicateContact onContact (beforeinsert, beforeupdate) {
Try {
Map<String,
Contact> contactMap = new Map<String, Contact>();
for (Contact contact : System.Trigger.new) {
// Make sure we don't treat an email address that
// isn't changing during an update as a duplicate.
if ((contact.Email != null) &&
(System.Trigger.isInsert ||
(contact.Email !=
System.Trigger.oldMap.
get(contact.Id).Email))) {
// Make sure another new contact isn't also a duplicate
if (contactMap.containsKey(contact.Email)) {
contact.Email.addError(
'A record with this email address already exists as a Lead or Contact.');
}
else {
contactMap.put(contact.Email, contact);
}
}
}
// Using a single database query, find all the contacts in
// the database that have the same email address as any
// of the contacts being inserted or updated.
for (Contact contact : [SELECT Email FROM contact
WHERE Email IN :contactMap.KeySet()]) {
Contact newContact = contactMap.get(contact.Email);
newContact.Email.addError(
'A record with this email address already exists as a Lead or Contact.');
}
for (Lead lead : [SELECT Email FROMLead
WHERE Email IN :contactMap.KeySet()]) {
if (lead.IsConverted == false ) {
Contact newContact = contactMap.get(lead.Email);
newContact.Email.addError(
'A record with this email address already exists as a Lead or Contact.');
}
}
}
catch (exception e){
}
}
Will need to write trigger on Lead object to catch up duplicate when it's about to be converted, like this:
trigger catchDupe on Lead (before update){
for(Lead l : trigger.new)
{
if(l.IsConverted)
{
// do something here
}
}
}