Is there a way to set a field to only accept unique values? For example, I want the Opportunity Name and Account Name fields to only allow unique values. Thanks so much!
Is there a way to set a field to only accept unique values? For example, I want the Opportunity Name and Account Name fields to only allow unique values. Thanks so much!
Hi Jessica Linstrot ,
Our plug-in, Upsert Deduplicate, has an optional feature that prevents users from creating duplicate records within a given module. "Duplicate records" in this sense applies to any records that match an existing record based on criteria you define.
If you would like a demo of how Upsert Deduplicate solves your need, please feel free to contact us!
Chris
Hi Jessica Linstrot ,
Our plug-in, Upsert Deduplicate, has an optional feature that prevents users from creating duplicate records within a given module. "Duplicate records" in this sense applies to any records that match an existing record based on criteria you define.
If you would like a demo of how Upsert Deduplicate solves your need, please feel free to contact us!
Chris