Unique email address in SAP Sales Cloud?

[SCHNEIDERT]

Dear Experts,

since we're using SAP Marketing Cloud and SAP Sales Cloud and we need to have the email-address unique in Marketing Cloud, is there any possibility to make it also unique in Sales Cloud?

I'm thinking about a "check" when creating a new contact person and locking the creation if the email-address already exists in the system.

We have the duplicate check for contact persons. Is it possible to implement for example, that the Save-button is greyed out if the value of the comparison is 100% (or something like that). We need to prevent the Sales Person from creating duplicates.

Any help is much appreciated!

BR Tobias

[former_member226 · Accepted solution]

Hi,

Yes it possible to implement such a check and there are multiple ways of doing it:

1. Raise an error message using Validation-OnSave of Customer BO and prevent the save. Here you can use standard query QueryByCommunicationData to find matching contact based on email.

2. By disabling the SAVE button in UI if email matching is already available. This logic can be written in Event-AfterModify and an indicator can be set. This indicator then needs to be bounded to UI save button via the "Adjust Property" option in the extensibility explorer of the corresponding screen. But the drawback here is it only prevent customer created/updated via UI and not via OData or web service or workflow. Logic will be the same as in point 1.

3. You can also utilize BADI CheckForDuplicateContacts and set a value of duplication percentage in the custom field and then evaluate the customer field in Validation-OnSave or Event-AfterModify based on your need. I am not sure if this BADI trigger before the SAVE event or after. Maybe you can evaluate and then implement it.

Thanks
Saurabh

[SCHNEIDERT · Accepted solution]

Hi Saurabh,

thank you so much for your reply. I'll hand that over to the resposible colleagues.

BR Tobias