Geopointe

How to Avoid Duplicates When Using the Create Record Action

De-duping data (and the prevention of duplicate data) is very complicated to do in a reliable, robust, and flexible manner. As such, it is not built in to the Create Record functionality.

Here are some options:

1. Set up your own validation rules to prevent the saving of records based on your own set of rules. When the user tries to save a record that doesn't pass your validation, It'll throw an error.

2. Install an de-duping app from the AppExchange.

3. Map the existing nearby data in addition to doing a places search. If there's a record at the same location as the user was about to create a record for, the user can easily evaluate whether or not to create the new record. More user intensive than the first two, but probably the most accurate.