Step 2. Configure your Salesforce Classic organization

This tutorial is for Salesforce Classic, if you are using Salesforce Lightning, please navigate to this article.
After installing the Duplicate Check for Salesforce package, you need to add buttons and checkboxes to your Salesforce environment. This guide describes the configuration of the Lead, Contact and Account object. To configure Duplicate Check for your custom Object, please see this guide.

Add custom fields and buttons to page layout.

As part of configuring Duplicate Check for Salesforce we ask you to add the 'disable duplicate check' field and the 'dc check' button to your page layout. You will need them when working with Duplicate Check!

Lead Object

1. Navigate to (Salesforce's) Setup - App Setup - Customize - Leads - Page layouts
2. Click 'edit' at the Page Layout.
3. Drag and drop the 'Disable Duplicate Check' field in the Page Layout.

4.  In the buttons area, drag and drop the 'DC Check' button in the Page Layout.

Click here to watch a short video of how to deploy the 'Disable Duplicate Check checkbox', DC Check, and DC Convert buttons.

Account Object

1. Navigate to (Salesforce's) Setup - App Setup - Customize - Accounts - Page layouts
2. Click 'edit' at the Page Layout.
3. Drag and drop the 'Disable Duplicate Check' field in the Page Layout.

4. In the buttons area, drag and drop the 'DC Check' button in the Page Layout.

Click here to watch a short video of how to deploy the 'Disable Duplicate Check checkbox', DC Check, and DC Convert buttons.

Contact Object


1. Navigate to (Salesforce's) Setup - App Setup - Customize - Contacts - Page layouts
2. Click 'edit' at the Page Layout.
3. Drag and drop the 'Disable Duplicate Check' field in the Page Layout.

4. In the buttons area, drag and drop the 'DC Check' button in the Page Layout.

Click here to watch a short video of how to deploy the 'Disable Duplicate Check checkbox', DC Check, and DC Convert buttons.



Add 'DC Merge' button to Search layouts

By adding the 'DC Merge' button to the search layouts. You can merge Contact, Accounts or Leads directly from any custom view by selecting the record and click the 'DC Merge' button.

Lead Object

1. Navigate to (Salesforce's) Setup - App Setup - Leads - Search Layouts
2. Click 'edit' at Lead List View
3. Add the 'DC Merge' button to 'selected buttons'.

View example

4. Click Save.


Account Object

1. Navigate to (Salesforce's) Setup - App Setup - Accounts - Search Layouts
2. Click 'edit' at AccountList View
3. Add the 'DC Merge' button to 'selected buttons'.

View example

4. Click Save.


Contact Object

1. Navigate to (Salesforce's) Setup - App Setup - Contacts - Search Layouts
2. Click 'edit' at ContactList View
3. Add the 'DC Merge' button to 'selected buttons'.

View example

4. Click Save.



Pfeww..... we're done! Duplicate Check for Salesforce is now ready to use. Get ready to find and merge duplicate records in your Salesforce organization. Make yourself familiar with Duplicate Check by reading our usage and configuration guides. Besides that, we wrote some helpful How-To's to help you. Need more or personal help?
Contact our support team!
 

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