How to use a pre-defined filter on a custom object results list

To be able to use a pre-defined filter on your custom object, we need to take some configuration steps. The steps consist out of creating two fields, after which you have to re-run your duplicate check job.

Step 1 Create a "Match object" reference field on the Duplicate Check Duplicates object. 


1. Navigate to the Salesforce Setup - Object Manager - Duplicate Check Duplicate.  
2. At "Fields & Relationships", click "New" to add a new field. 
3. At "Data Type", choose "Lookup Relationship". Click Next. 
4. At "Related To", choose the object you want to configure this for. 
5. At "Field Label", enter the following value: "MatchObject", where you replace the "Object" part with the name of your Object. 

If your object is called "Bear", the value should be "MatchBear". 
6. At "Field Name", the value should be generated automatically. If not, make sure it has the same value as Field Label. 
7. Click Next. 
8. At field-level security, make sure the profile that is going to use this feature has access to the field. Click next. 
9. At the page layout configuration, click next. I doesn't matter if the field is added to the Duplicate Check Duplicate page layout or not. 
10. At the page layout configuration for your custom object, make sure the field is not added to the page layout. 
11. Click Save. 

Step 2 Create a "Source object" reference field on the Duplicate Check Duplicates object.


1. Navigate to the Salesforce Setup - Object Manager - Duplicate Check Duplicate.  
2. At "Fields & Relationships", click "New" to add a new field. 
3. At "Data Type", choose "Lookup Relationship". Click Next. 
4. At "Related To", choose the object you want to configure this for. 
5. At "Field Label", enter the following value: "SourceObject", where you replace the "Object" part with the name of your Object. 

If your object is called "Bear", the value should be "SourceBear". 
6. At "Field Name", the value should be generated automatically. If not, make sure it has the same value as Field Label. 
7. Click Next. 
8. At field-level security, make sure the profile that is going to use this feature has access to the field. Click next. 
9. At the page layout configuration, click next. I don't matter if the field is added to the Duplicate Check Duplicate page layout or not. 
10. At the page layout configuration for your custom object, make sure the field is not added to the page layout. 
10. Click Save. 
That's it! Before you can apply a pre-defined filter, make sure to re-run your existing job first. You only have to do this once.
 

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