If certain conditions are met, the Contact enters the Round Robin queue.
What I want to do if first check to see if the new Contact is a Duplicate and if so,
1. Send an Email Alert to Admin alerting that a duplicate Contact was created. Ownership is to or retained by this user.
2. STOP so that the next step of entering the Round Robin queue is not entered.
I have no fields on the Contact Object, or any other Object such as Duplicate Record Sets, that let me know if a duplicate exists.
How do I do this?
5 answers
Hi Cathy,
Process Builder is only meant to check the logic of the current record that triggered the Process. What you require is too advanced for the purpose of PB. What you want is a Flow for this. Essentially, on a newly created Contact, you will use a Get Records element to find any other Contact records that are identical to this one, perhaps by email address or first name/last name.
If any records are found, you can use a decision element to send the email alert as necessary.
