When we create record from salesforce , did workflow rules work which are in clarizen ? Please help
Salesforce Clarizen Integration
While creating the records through Salesforce or Clarizen side the STA number is getting replicating and it is giving error of duplicacy .
How can I check for this duplicate error ? How can I make a field unique in Clarizen means auto number
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Checking for Duplicate Errors:
Salesforce Duplicate Rules: Salesforce provides robust duplicate management features. You can create duplicate rules that specify criteria for identifying duplicates during record creation. These rules can be based on fields like STA number, ensuring that duplicates are flagged before they are created.
Custom Validation Rules: In Clarizen, you can implement custom validation rules in your data model. These rules can include checks for duplicate STA numbers, and if a duplicate is detected, an error message can be displayed to the user.
Making a Field Unique (Auto-Number):
Salesforce Auto-Number Field: In Salesforce, you can create an auto-number custom field. This field generates a unique number for each record automatically, eliminating the possibility of duplicate values for the STA number.
Clarizen Custom Fields: Clarizen allows you to create custom fields with unique constraints. By setting the field type to auto-number or using a combination of formula fields and validation rules, you can achieve uniqueness for the STA number field.
By implementing these strategies and utilizing the provided sources for detailed guidance, you can effectively prevent duplicate errors and make the STA number field unique in both Salesforce and Clarizen.