Salesforce has tons of documentation to learn about its platform and also it has Trailhead, one of the best ways to learn salesforce on your own with the practical examples however when we are working with real time project we might face issues and we don't know how to proceed further after that or you might have no clues how to handle some scenario in salesforce. Sometimes documentation may not be helpful to get a straight forward answer for those questions but salesforce community members can. Believe me, Salesforce has very strong and knowledgeable community contributors where you can get help. Let's see how to get help in salesforce.
In this blog post lets see how to avoid duplicate records in Salesforce using the powerful feature – Flow , As the word says, flow easily flows to fulfill the requirements with ease. ☺ Many think of appexchange solutions and source code to avoid the duplicate record in salesforce, But the method I'm going to explain here is completely different and very simple. It helps you to reduce your code and can easily rebuild for other objects with different field logic with simple clicks. Lets jump into the solution, we will use flow to check duplicate record logic and use apex trigger to initiate the Flow whenever a record is created or updated. Visual Work Flow : [Click] First we will create the Flow to check the duplicate records based on the name and store the result in the variable. In this example, we will use the Account object for the dupe check. Step 1 : Create a new visual flow with the Name ‘ DuplicateAccountCheck ' Step 2 : Click and drag the RecordLookup into t