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S_Batman
Comparing Custom Field with Account Names
Hello,
I am trying to avoid my team creating duplicate accounts by spelling account names incorrectly (i.e. ACME, ACEM, ACME LTD etc).
what I was thinking of doing was creating a custom field on the account level similar to email (spara@acme.com) and comparing that bolded portion to account names, and having an error message saying this account may already exist.
Is there a way to code that, or maybe even an easier way?
I am trying to avoid my team creating duplicate accounts by spelling account names incorrectly (i.e. ACME, ACEM, ACME LTD etc).
what I was thinking of doing was creating a custom field on the account level similar to email (spara@acme.com) and comparing that bolded portion to account names, and having an error message saying this account may already exist.
Is there a way to code that, or maybe even an easier way?
All Answers
I was able to use the Matching/Duplicates rules.