Getting started with Advanced or Premium

Thank you for working with the Advanced or Premium edition! In this article, you will find a step-by-step getting started guide, to make sure everything in Duplicate Check, from duplicate prevention to batch deduplication, is covered and well configured.

Configuring Salesforce


Configure Classic
Configure Lightning


Record Analysis + Scenarios


Duplicate Prevention


Manual insert / update
Web to Lead
Unique Import
API insert / update
Direct Processing


Duplicate Check tool


DC Live
DC Buttons


Duplicate Check Job


SFDC Job
DC Local

Configuring Salesforce


After installing Duplicate Check, some configuration has to be done. Duplicate Check offers the "DC Check", "DC Merge" and "DC Convert" buttons which you can decide to add to your page layout. Duplicate Check also offers the "DC Live" lightning component, and a "Disable Duplicate Check"-field

Adding these resources is optional, and has to be done manually. 

Resource Description
DC Check button Can be added to a page layout. After clicking the button, Duplicate Check will search for duplicate records for the record you're coming from in a new screen. 

Configure in Classic | Configure in Lightning
DC Merge button Can be added to a search layout. After manually selecting two or more checkboxes in a search layout, clicking "DC Merge" will take you to the merge page directly. 

Configure in Classic | Configure in Lightning
DC Convert button  Can be added to a Lead page layout. After clicking the button from a Lead, DC will take you to a conversion page in which you can convert a Lead into an existing Contact or Account, or create a new one. 

Configure in Classic | Configure in Lightning
Disable Duplicate Check field  Can be added to a page layout. The checkbox is used to let users override the prevention message that Duplicate Check can trigger when manually inserting a duplicate record. 

Configure in Classic | Configure in Lightning
DC Live Lightning Component Can be added to a page layout. DC Live shows potential duplicate records in the page layout itself, for the record the user is working in. From the page layout, a user can directly merge or convert a duplicate record. 

Configure in Classic | Configure in Lightning






Record Analysis + Scenarios


Duplicate Prevention


Manual insert / update
Web to Lead
Unique Import
API insert / update
Direct Processing


Duplicate Check tool


DC Live
DC Buttons


Duplicate Check Job


SFDC Job
DC Local
 

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