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User are creating accounts without any contact information present within the system. I was thinking about a validation rule to prevent this from happening, any ideas?
3 respuestas
  1. 28 may 2014, 15:35
    This could be difficult as you really need an account to be created so that contacts can be added to it. Therefore you won't want to stop users creating an account with no users as, by definition, an account can't have contacts when it is first created. 

     

    So you may want to switch your attention from a validation rule to a scheduled report. Build a report on the account object with a cross-filter (if available in your edition) of Accounts without Contacts. Then schedule that to go out to you and/or your users on a regular basis - it will serve as a reminder to get contacts added!

     

    You could do a similar thing with a the free Rollup Helper app (https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI) and a workflow rule (again, if available in your edition). Create a rollup summary to count the number of contacts on an account, then build a workflow rule which fires on account being created and having no contacts but delays sending an alert for a few hours/days/whatever - that will give your users time to add a contact and, when they do, the alert won't fire.

     

    See what you think and let us know if you'd like any additional guidance on this. Thanks!
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