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I am working in Professional edition where I need to prevent the creation of a Lead if there is an Opportunity present with the same Unit_Id.

I created a Process Builder, a flow and a validation rule on Lead. The flow performs a lookup on Opportunity on Unit_Id. If a matching Opportunity is found, it set a Boolean field on Lead (Is_Duplicate) to True. The validation Rule is using this field to detect if it's duplicate or not .

When I create/edit a Lead with a duplicate Unit_Id, I get the below error. Surprising part is when I turn the validation rule off, I get no error. As soon as I turn it on, it is happening. This tells me that Process and Flow are working correctly from data update perspective at least

We can't save this record because the “Prevent Duplicate Lead” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 556950787-34611 (-482689395)

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Professional Edition has access to the Duplicate Management feature. You can check one object against another (see the example Contact against Lead rule in your org) and that will do what you want with no extra work. This is an interesting way to find duplicates, but it's unnecessary.

You'll create a duplicate rule on Lead, and then check the Opportunity object field, mapping accordingly.

https://help.salesforce.com/articleView?id=managing_duplicates_overview.htm&type=5

  • I don't think Professional edition allows you to match Lead with Opportunity. It doesn't show Opportunity in the list of objects to match. Is there any setting to enable that? – Maneesh Sep 9 '19 at 2:08
  • You create a matching rule on Opportunity, and then you will be able to call it from the Lead matching rule. That's how you get the Lead matching to an existing Contact rule. – DavidSchach Dec 11 '19 at 20:26

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