Thursday, February 26, 2015

Avoid using the same record name when cloning the existing record.

Note: Contacts were added in the Default Mailing List. With the help of the triggers we were also able to clone the contacts when we cloned the campaign record.

Step 1: Create a New Field on the Campaign (Hidden from the users).

             Data Type: Text

             Navigation: Customize > Campaigns > Fields > New


Step 2: Create a Validation Rule

             Navigation: Customize > Campaigns > Validation Rule

 Step 3: Create a Workflow Rule
              Navigation: Create > Workflow & Approvals > Workflow Rules

               Workflow Actions > New Field Update

Activate the workflow rule.

Step 4: Clone the existing campaign record using same campaign name. Hence we are getting the error. We need to change the Campaign Name to save the record.


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