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Looking to add a flag to cases that appear to be duplicates from the same user. Has anyone successfully created one? Also interested in any workarounds the community may have identified. Thanks!

3 respuestas
  1. 9 dic 2024, 06:38

    Hey @Ife Ramsey,

    Case object are not supported by Duplicate management. For now, this feature only supports accounts, contacts, leads, and custom objects. But, If you really want to use duplicate management directly, you could create a custom object that is linked to the case, replicate the fields you want to check against in that custom object, automate creating/updating that custom object when a case is created, and then use duplicate management against the custom object. This can be completely automated with a flow, no code required. 

    Thanks.

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