Unique Email Field Salesforce

Salesforce Unique Email Field refers to a data field in which every input or email address is unique or valid.

For learning this process, you have come to the right place. We learned this topic in both the editions of Salesforce Lightning and Salesforce Classic.

How to make an email field unique in Salesforce Lightning

Here, we will learn how to make an email field unique in Salesforce Lightning.

Let us take an example: a company uses Salesforce and builds a business application on it.

There is a custom object customer that can store information about the customer. We ensure that each customer record is uniquely identified by its email address, which can prevent the creation of duplicate customer profiles.

Here are the following steps:

1. Click the Gear icon, click on Setup, Select the Object Manager tab, Enter the Customer in the Search Box, and Select the Customer Object.

How to make an email field unique in Salesforce

2. Now click on the Fields & Relationships option and select the email field on the Fields & Relationships page.

How to make an email field unique in Salesforce Lightning

3. Now edit the email field. Click on the edit button. Here is the general options section. Under this section, we can see there is a unique checkbox. To make this field unique we click on the unique checkbox. Click on the save button.

Make an email field unique in Salesforce

4. Our customer email detail page is open here. We can see the details related to the customer’s email. We can see there is a unique checkbox present that is checked.

Make an email field unique in Salesforce Lightning

5. Go to App Launcher and enter the sales in the search box. Click on the sales option. Click on the customer object. The customer record page is open. We want to create a new record, so click on the new button. The new customer dialogue box is open.

See also  How to Set Default Value for Percentage Field in Salesforce

Please complete the information. First, please fill in the customer name, then the customer feedback description, and then the customer contact. Here, we fill in the email that is already entered in the already created record and hit the save button.

After hitting the save button, it shows the error that reviews the errors on this page. Duplicate value found. Now, check the error and resolve it.

Salesforce make an email field unique

6. Now, we change the email, set the unique product code, and hit the save button. Our record is saved and shown on the record page, and the details related to the email are shown under this sales product record page.

Salesforce Lightning make an email field unique

In this way, we understand how to make the number field unique in Salesforce Lightning.

How to make an email field unique in Salesforce Classic

Here, we will learn how to make an email field unique in Salesforce Classic.

Consider a scenario in the Salesforce organization. The user object is a standard that stores information about the user accessing the Salesforce platform.

Each user has a unique username, and their email address is used for communication and login purposes. This ensures that each user account has a unique email address to prevent any confusion in user identification.

Here are the following steps:

1. Click on the Setup, Enter the Users in the Quick Find Box, Click on the drop-down arrow, and Select the Fields option.

How to make an email field unique in Salesforce Classic

2. The User field page is open. There are fields and a relationship section. Click on the Email field and then click on the edit button.

Make an email field unique in Salesforce Classic

3. We can see a general options section and a unique checkbox. Click on the unique checkbox.

Salesforce Classic make an email field unique

4. We return to the email fields and relationships page and can see that our unique checkbox is checked and that it does not allow duplicate values after we create the email field.

Unique Email field Salesforce

So, with this, we have learned how to make the email field unique in Salesforce Classic.

See also  How to Create Date Field Type in Salesforce

Conclusion:

I hope you read the entire article and get a clear idea of how to make the email field unique in Salesforce. I have also explained all the steps of creating a new email field type in Salesforce Lightning and Salesforce Classic.

You may like to read