Custom to Standard Object Deduplication

Question

Is there a way, without code, to create a matching rule that will compare the Account Name versus the name field on a custom object? For example, if a user creates an Account named ABC123 but ABC123 is already the name of a Policy (custom object), I want an error message to show and/or the Account to not be created. I have attempted matching rules, duplication rules, and a custom validation rule but have had no luck.

Divyesh Ardeshana · Answer

Hi Matt,

Please watch this video : http://bit.ly/2pgfGn5

Also have a look below links which will help you

Article - http://sforce.co/2q0IwJ1

Article - http://sforce.co/2pdfxyD

Demo - http://bit.ly/2oGVA2k

Custom to Standard Object Deduplication

Data Management

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