Profile settings / access rights for users


You might want to give your users access to certain parts of Duplicate Check for Salesforce. You can do so by giving the user access and rights to different parts of Duplicate Check by using the following profile settings.


Step 1. Allow profile access to the right (Visualforce) page



After deciding to what page you want to give a user access to, navigate to "Salesforce Setup - Manage Users - Profiles". Find the profile you want to modify and click on the profile's name. At the profile overview, scroll down to "Enabled Visualforce Page Access" and click "Edit".

At "Available Visualforce Pages", move the Visualforce pages of your choice to "Enabled Visualforce Pages".


Visualforce pageAllows access to
DC Setup
dupcheck.dc3SetupDC Setup
dupcheck.dc3SettingsDC Setup - DC Settings
dupcheck.dc3SetupCheckDC Setup - DC Setup Check
dupcheck.dc3FrequentDC Setup - DC Frequent Words
dupcheck.dc3AuditDC Setup - DC Audit
dupcheck.dc3LicenseDC Setup - View License
DC Job
dupcheck.dc3BatchDC Job
dupcheck.dc3BatchDetailDC Job - View Results
dupcheck.dc3BatchExportDC Job - Export
DC Check & DC Convert
dupcheck.dc3CheckDC Check page
dupcheck.dc3CheckAccountDC Check for Accounts
dupcheck.dc3CheckContactDC Check for Contacts
dupcheck.dc3CheckLeadDC Check for Leads
dupcheck.dc3ConvertDC Convert page
DC Entry
dupcheck.dc3EntryDC Entry page
dupcheck.dc3EntryAccountDC Entry for Accounts
dupcheck.dc3EntryContactDC Entry for Contacts
dupcheck.dc3EntryLeadDC Entry for Leads
DC Live
dupcheck.dc3LayoutDC Live
dupcheck.dc3LayoutAccountDC Live for Accounts
dupcheck.dc3LayoutContactDC Live for Contacts
dupcheck.dc3LayoutLeadDC Live for Leads
DC Merge
dupcheck.dc3MergeMerge page
dupcheck.dc3MergeListAccountMerge page accessed via DC Merge button in list view (Accounts)
dupcheck.dc3MergeListContactMerge page accessed via DC Merge button in list view (Contacts)
dupcheck.dc3MergeListLeadMerge page accessed via DC Merge button in list view (Leads)
Random
dupcheck.dc3SearchDC Search page
dupcheck.dc3DiscardLayoutDC Discards
dupcheck.dc3HomeSearchDC Search page for Salesforce home page


Step 2. Allow user access to DC Apex Classes



Navigate to "Salesforce Setup - Manage Users - Profiles". Find the profile you want to you want to modify and click on the profile's name. At the profile overview, scroll down to "Enabled Apex Classes" and click "Edit". At "Available Apex Classes", move every Apex Class that starts with "dupcheck." to "Enabled Apex Classes".




Step 3. Allow user access to DC Custom Objects


Navigate to "Salesforce Setup - Manage Users - Profiles". Find the profile you want to modify and click "Edit" before the profiles name. Scroll down to "Custom Object Permissions". At this section, make sure the profile has full access to all Duplicate Check Objects.


Duplicate Check DeltasFull access
Duplicate Check IndexesFull access
Duplicate Check DuplicatesFull access
DC DiscardsFull access
Duplicate Check AuditsFull access
Duplicate Check Frequent WordsFull access
Duplicate Check GroupsFull access
Duplicate Check JobsFull access
Duplicate Check LayoutsFull access
Duplicate Check LogsFull access
Duplicate Check Temp FilesFull access





Step 4. Allow access to Duplicate Check tabs


Navigate to "Salesforce Setup - Manage Users - Profiles". Find the profile you want to modify and click "Edit" before the profiles name. Scroll down to "Tab Settings". At this section, make sure the profile has access to Duplicate Check tabs by changing the value to "Default On".




You're done! Still having trouble merging records due to rights and permissions in Salesforce? Check out this article: How to solve insufficient access rights when merging records.