Saturday, October 20, 2012

Prevent inserting duplicate records without coding!!!

Hi Friends,

Today implemented this simple technique to prevent inserting  duplicate records ( records with same name)

In one of my customer's org... there was a trigger written on a campaign object to prevent inserting campaign with same name...some developer wrote it few months back... though its a simple trigger but there was a logical bug in it.... however when our system admin informed me about this issue....i thought of the following solution:-


1- Create a new text field called "custom_name__c"
2- Check "Unique(do not allow dups)" checkbox while you are creating this field
3- Create a workflow rule that updates this field with the standard name field of the object every time record is inserted or updated.....

simple right?????
 so there is no need of that trigger anymore!!!!!!!!!!!1 :)