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Capture Once-in-a-Lifetime Events with Unique Event Types

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Capture Once-in-a-Lifetime Events with Unique Event Types

Some events occur only once in a lifetime, such as a birth. To prevent users from accidentally creating more than one event of such an event type, mark the event type unique.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Warning Person Life Events that are marked unique can still result in duplicate entries during bulk record operations. To avoid this issue, don’t perform concurrent data load operations that could insert duplicate Person Life Events.

From Setup, open Object Manager.
In the Quick Find box, enter Person Life Event, and then select Person Life Event.

Note To mark milestone types unique, select Business Milestone.
Click Fields & Relationships, and then select Event Type or Milestone Type.
Under Event Type Picklist Values or Milestone Type Picklist Values, next to the value that you want to mark unique, click Edit, and select Unique.
Save your changes.