Salesforce Solution: Prevent Duplicate Cases

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[@kylemacarthur9863]

Lovely and clear walk through. You have a real talent for putting it all in place! Not sure if the keyboard sound could be less. It is fairly loud.

[@andreanlobo7373]

This has been extremely helpful. Thanks

[@alexdow3165]

This was really helpful, thank you! For me the pacing was great (i.e. moving quickly to efficiently demo the process.) Since Salesforce recently added custom error messages to flows, I believe you no longer need to do the validation rule steps on the case object? But can build that error message directly into the flow itself. At least it worked it my somewhat related use case.

[@FiFwonder]

Thank you very much. This is exactly what I was searching for to create a flow that doesn't allow duplicate contacts being made.

[@albinagilazutdinova5756]

this was just so helpful and straight to the point, thanks so much

[@andreatalpo1]

Hi Alex, would you know if and how it may be possible to make a tweak to your flow, and have an AND condition which also looks at the subject? So essentially: if a new case is created AND the subject is the same as the subject of an open case linked to the same asset (or to the same account for example), then treat the new case as duplicated and delete it. Thanks in whichever case! Andrea

[@yehudasmith1437]

Great video!
Suggestion:Instead of using status not equal to 'closed' use closed =false. This allows for any closed status to be included in the criteria.

[@FlowFanatic]

Love it :)

[@oz2045]

If we used duplicate rules won't that be simpler than building a flow and adding a new field on the case object

[@thejitha1016]

Hi, Alex. I am trying to build an org for practice and am struggling to create a button on screen flow. I tried searching other resources haven't found any reliable answers. Do you have any hours where you can suggest some changes?

[@anilpoudel5974]

Hello sir.... How can we read a file using S3 bucket (apex language)?

[@razinshahril1162]

Hi Alex, im trying to delete duplicate cases automatically. The cases are coming from my customer . Can i follow this method? will it work? sorry i only use salesforce as my CRM and im not an expert in salesforce.

[@FlowFanatic]

You probably want to handle a little differently. Feel free to ping me at [e-mail] :)