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I have two custom lookup fields on a junction object, both of these lookup fields lookup to the Account object. One field is called Group Account, the other is called Member Account. If Account A is used as the Group Account, and Account B is used as the Member Account, then when creating a new record, Account A can't be the Member Account if Account B is the Group Account. (Or at least this is the kind of validation I wish to have in place) Is this something I can create using duplicate rules? I have tried, but so far am failing miserably!
1 respuesta
  1. 6 jun 2016, 20:46
    No, Duplicate Rules prevent the creation of duplicate records as determined by the matching rules you define. When you describe is not a duplicate, but a completely different record that has rules based on unrelated other records.  There is no good way to do that without a custom trigger, since on the creation of the 'new' record, all the existing records would have to be checked to make sure none of them have the field value combinations you are talking about.
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