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LBarton
Trigger Validates to Prevent Duplicates Not Always Working
I have created a trigger which works to avoid duplicate contacts and leads (by email address).I tried typing in an already-existing email address and got an error message. However, a few duplicates have cropped up. Our company is using a program called HubSpot. If names are uploaded from HubSpot to SF, would that bypass the trigger? I think that is what is happening, but am not sure.
All Answers
Your trigger will not bypass the names uploaded from HubSpot to SF and will fire for all the records based on event.You have to populate a custom field on Lead and Contact which should indicate that the record is uploaded from HubSport to SF.
In Trigger , you can check this custom field value and perform the duplicate check accordingly for Leads and Contacts.
Update trigger with this criteria to bypass the records in the trigger.