Sharing Duplicate Check Job Results

Duplicate Check allows you to share Duplicate Check Job results via mail, tasks, chatter or by sharing a direct link. Share an entire duplicate results list, or a subset by applying a filter on "Owner ID", "Record Type" or "Object Filter". By doing this, you can grant access to a particular results list, without granting the user access to all other duplicate check jobs.
You can only share results after running a Duplicate Check Job. After your Duplicate Check job is finished, you can access the results by clicking 'view results'.


Optional: choose to apply a filter before sharing


Before sharing the duplicate results list with a certain user, decide if you want to apply a filter to your duplicate results list. The user that opens the shared results list will not have the ability to remove the filter. You can apply a filter to your results list based on meta-data (average score, pair count etc.), or on "Owner ID", "Object Filter" or "Record Type". 
You can apply a filter by clicking the filter icon  in the job results page. 

Job Results

In this example we apply a filter on the "Owner ID"-field for user "Ruben Test", to create a duplicate results list that shows only the duplicate groups where "Ruben Test" is related to. Besides that, we're showing the duplicate groups ordered by "high score", descending. 


Filter Duplicate Groups


Share your job results


By sharing a list of duplicate groups via the share icon, the recipient will be able to enter only the results that are shared with them. The recipient doesn't have the option to access other duplicate results if you disallow them access to the Duplicate Check Job Overview page.
Required permissions

To be able to view the duplicate results and merge page, a user profile needs access to the "dupcheck.dc3BatchDetail" and "dupcheck.dc3Merge" visualforce pages.

Restrict access to all other jobs

If you don't want your user to access all duplicate jobs at the Jobs Overview page, make sure the users profile does not have access to the "dupcheck.dc3Batch" visualforce page. 

- How to set Visualforce page security from Profiles
You can share a duplicate results list via the batch results page by clicking the share icon Share.
You now have the option to share the duplicate results list via chatter, in a task, by email or to copy a direct link. In this example, we're sending a chatter message with a direct link to the closed-off results page to Ruben.The only way to access the shared results lists, is by opening the link. 

Chatter message
You now know how to share duplicate results list with a certain user. Did you know you can share a specific merge page as well?
 

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