[SalesForce] The record should be created only once for an object

For a product only one once an incentive can be created according to this business process how can i restrict it form creating more than one record.

Best Answer

I agree with what Birthus outlined but that will not work if using the API instead of the UI. You need some sort of validation using an insert trigger. It would essentially check the value of the rollup summary field and if the value is currently greater than 0, reject the insert.

trigger IncentiveTrigger on Incentive (before insert) {
  for (Incentive i : Trigger.new) {
    if (i.Opportunity__c.rollup_field__c > 0) {
        // throw your error
    }
  }
}

Related Solutions

[SalesForce] Prevent users from adding more than one Products to an Opportunity

You should be able to add a RollUp Summary field to Opportunity that is a COUNT of Opportunity Products, then use a Validation Rule validate that it is either 0 or 1.

[SalesForce] Validation Rule To Allow Only One Checked Record

Disclaimer: Trigger may be the best route for the given situation.

AFAIK You cannot iterate over a set of records using validation rule.Can the activate flag be edited by anyone in the system? If so I would stick to trigger approach, else I can think of a crazy solution which might be an alternative to code approach but more maintenance for the admin every time the flag is changed on the object X.

Step1: Create a custom label which holds the Id of the opportunity where activate = true.

Step2 : Create a validation rule to check both new opptys and updates to existing oppty.

OR(
    AND(
        ISNEW(),
        Activate__c = true
    ), 
    AND( 
        Id != $Label.custom_label_name,
        ISCHANGED(Activate__c ),
        Activate__c = true 
    )
)

Best Answer

Related Solutions

[SalesForce] Prevent users from adding more than one Products to an Opportunity

[SalesForce] Validation Rule To Allow Only One Checked Record

Related Topic