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Field Service Duplicate Avoidance Admin Utility
Utility to automate adding external ID fields for duplicate avoidance.
- Business Need
- Admin & Developer Tools
Aids in adding a new custom field to selected objects and also updates a permission set to give users access to this field. Salesforce Field Service will utilize this field to avoid duplicate record creations.
Highlights
Adds a new custom field, SFS_External_ID__c, which defines a non-required, indexed, unique external id field to selected objects.
Updates permission set that grants mobile users access to this new field.
Allows admin to selectively assign the new permission set to users.
Provider Details
Salesforce Labs
San Francisco, CA, USA
Founded
1999
Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.
Pricing Details
Free
You can fully use this solution without payment.