We have (and allow) multiple Contact records to have the same email address in our Salesforce org. Our Contacts are our independent agents and often, multiple agents within an agency share the same email address.
I want to find a way for Salesforce to evaluate all the Email values on our Contact records, and flag a (custom field) checkbox if the email is a duplicate. I've been unable to find a way to do this via a Workflow Rule. Can it be done via an Apex trigger? I don't have any experience with triggers, so any advice/guidance would be helpful!
It all comes down to Pardot, actually. We have enabled Multiple Prospects with the Same Email Address within Pardot. Our Contact records in Salesforce are created as Prospects in Pardot. In order to "save space" when it comes to our Prospect limit, I have some Automation Rules built which cause a Prospect/Contact to be mailable (or not) based on Pardot Custom Fields (which are fed directly from Salesforce fields).
Currently, if I have 5 Contacts within an agency using the same email address, and only one of those Contacts meets my "unmailalble" criteria, it will cause the email address to be flagged "Do Not Email", preventing the other four agents from receiving the email.
I need an "email duplicate" checkbox which I can add as a Custom Field in Pardot and subsequently edit my Automation Rule criteria to say IF "email duplicate"=true THEN do not mark unmailable.