RE: Prevent creation of duplicate customers
Hi,
I would like to create a WF/script that prevent a customer from being created if there is a duplicate in the database.
Can anyone help me?
tks
Turn on the duplicate record detection and merge feature – Setup > Company > Setup Tasks > Enable Features
But this feature does not prevent the record from being created, right? It is just warning
Right, this does not stop the creation of a duplicate. This allows the banner to be shown when a duplicate entry is found based on the criteria configured Setup > Company > Company Management > Duplicate Detection.
You can resolve duplicates one at a time -OR- in mass under Lists > Mass Update > Mass Updates
Keep in mind stopping a record from being created prior to save can have negative impact on performance as your customer base grows it will take longer to detect a duplicate over time, and you could be loosing additional valuable details you would otherwise gather and merge.
There are a number of possible solutions but the best fit would depend on your environment.
I understand the possible impacts, but either way I would like to prevent the duplicate creation. Can you gave one or two solution, pls?
Thank you
Hi, Jjohnson2301
Can you help me with this subject?
tks
