1. You can set duplicate rules in salesforce for lead 2. You can create a unique field in salesforce which is a combination of the fields that you want to check for uniquness (Name+Phone+SSN) . Populate this field using workflow 3. Use trigger to restrict the duplicate.
It should be a "before trigger" and below is the logic
Set<String> Name, PhoneNumber, SSN
get these values from Trigger.New Query all leads based on the set (Name,PhoneNumber,SSN) add the leads queried into a map Key should be (Name+PhoneNumber+SSN)
Iterate Trigger.New If the newly created lead has the same key then add trigger.adderror
Hi, Below is my code for the trigger for prevention duplicate Name in the account . 1.Best Code & Small 2.Flexible 3.Bulkify 4.scalability
Try it once.... n hit like if u like it
trigger PreventDuplicateAccName on Account (before insert,before Update ){
Set <string> accSet = new Set <String>();
for (Account objAcc : trigger.new){
if (accSet.contains(objAcc.Name)){
objAcc.addError('Account Found......');
}
accSet.add(objAcc.Name);
}
List <Account> accList = new List <Account>();
for (Account objAcc : [select id, Name from Account where Name In : accSet]){
accList.add(objAcc);
if (accSet.equals(accList)){
objAcc.addError('Record Alreday Found ');
}
}
}
Hi
There are multiple options available for this.
1. You can set duplicate rules in salesforce for lead
2. You can create a unique field in salesforce which is a combination of the fields that you want to check for uniquness (Name+Phone+SSN) . Populate this field using workflow
3. Use trigger to restrict the duplicate.
If this solves your query mark it as answer.
Thanks
Manoj S
Hi,
Trigger should be the last option.
It should be a "before trigger" and below is the logic
Set<String> Name, PhoneNumber, SSN
get these values from Trigger.New
Query all leads based on the set (Name,PhoneNumber,SSN)
add the leads queried into a map
Key should be (Name+PhoneNumber+SSN)
Iterate Trigger.New
If the newly created lead has the same key
then add trigger.adderror
Mark it as answer if it helps you.
Thanks
Manoj S
1.Best Code & Small
2.Flexible
3.Bulkify
4.scalability
Try it once.... n hit like if u like it