CRM On Demand - Administration (MOSC)

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Avoid duplicate opportunities creation based on a custom unique ID field

edited Feb 27, 2018 4:03AM in CRM On Demand - Administration (MOSC) 4 commentsAnswered

Hi,

We have an external application used to create opportunities in OCOD.

Sometimes, users change the name of the opportunity in OCOD so the external application create again the opportunity in OCOD and we have duplicate records.

There is a unique ID provided by the external software in a custom field of the opportunity.

Is there a way to check at the creation if there is a record with this unique ID to avoid to create again the opportunity ?

Regards,

Pierryck

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