Category: validation
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How to implement edit locking
When 2 users start editing the same record, the first user who saves the record wins, and the other user will lose the changes with an error message similar to “The record you were editing was modified by *someone* during your edit session. Please re-display the record before editing again.” This can be an inconvenience: if…
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Facilitating removal of duplicate contacts
Purpose: display a link to the Merge Contacts Wizard from the search screen and from the contact screen Too many times users search for a contact but end up creating a duplicate anyway. Most of the time is because they use the first contact that appears and they leave blank the fields you configured in…
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How to disable/enable all validation rules for data loading
While working on a recruiting application, I found a solution for being able to load data into a SalesForce application without being blocked by validation rules. Validation rules are usually intended to be applied only when a user creates a record and not when data is being imported from an external database. In this recruiting…