AnsweredAssumed Answered

Setup unique fields

Question asked by Maxime Stierli on Oct 31, 2018
Latest reply on Nov 1, 2018 by Maxime Stierli

Hi everybody,


I did a big cleaning of our CRM data with the "merge" option.


Now what I want is to prevent users to create duplicated records by setting some fields (contacts email, lead email, account name, ...) as unique and not allowing them to create a new record if the field value is already existing.


Does somebody already implemented that kind of feature ?


Thanks in advance for your help.