Making a Standard Field Unique in Salesforce - Best Practices

Can You Make a Standard Field Unique?

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Can you make a standard field unique?

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Yes, you can make a standard field unique.

In Salesforce, a standard field is a pre-built field that comes with every object in the system. These fields cannot be deleted, but they can be customized to meet your organization's unique needs.

Making a standard field unique means that Salesforce will enforce a validation rule to ensure that no two records have the same value in that field. For example, you might want to make the "Email" field on the "Contact" object unique to prevent multiple contacts from having the same email address.

To make a standard field unique, you need to create a new validation rule that checks for duplicate values in that field. Here are the steps to do this:

  1. Go to Setup in Salesforce.
  2. Click on the object where the standard field you want to make unique is located.
  3. Click on Validation Rules in the sidebar.
  4. Click on New to create a new validation rule.
  5. Give the validation rule a name and description.
  6. In the Rule Criteria section, select "Formula evaluates to true."
  7. In the formula editor, write a formula that checks for duplicate values in the standard field you want to make unique. For example, the formula for checking for duplicate values in the "Email" field on the "Contact" object would be: COUNT([SELECT COUNT() FROM Contact WHERE Email =: Contact.Email]) > 1
  8. Save the validation rule.

Once you have created the validation rule, Salesforce will automatically check for duplicate values in the standard field you made unique whenever a user tries to save a record. If a duplicate value is found, Salesforce will prevent the user from saving the record and display an error message.