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In June, I found and implemented the following to help prevent duplicate email addresses for my contacts.

 

https://help.salesforce.com/articleView?id=000328734&type=1&mode=1 (https://help.salesforce.com/articleView?id=000328734&type=1&mode=1)

 

Essentially, it uses a Workflow Rule to populate a custom email field set to unique, with the value of the standard email field upon updating. In theory, it should error out if you are creating a duplicate.

 

When I first created it in June, it worked. But now, when it triggers, it updates the field with the old value, not the new value. Therefore, it doesn't prevent the new value being entered from being a duplicate. 

 

That being said, this solution is no longer a solution. Has anyone else experienced this or does anyone else have a different solution?

 

 
답변 3개
  1. 2019년 9월 19일 오후 8:58
    Unclear what you mean by "old value". Can you clarify? Also, it may help to turn on Field History tracking for Email and the custom field. Then post a screenshot of the field history tracking after entering a record with a duplicate email.
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