How to add Duplicate Check Live to Custom Object page layout in Salesforce Classic
Duplicate Check Live feature is available in our Advanced and Premium edition.
Duplicate Check Live is a feature that can be added to any record page layout in your Salesforce organization and do a real-time search for duplicates when opening up a record. Instantly see if there are duplicate records for the record you are currently working in. In this How-Towe are adding the 'Duplicate Check Live' feature to a Custom Object page layout.
Step 1 Duplicate Check Live for standard objects
The first step is to locate the API name of the custom Object you wish to use. Find the list of API's here. For this example, we will use 'Opportunity'.
Next is to create a Visualforce page for the Duplicate Check Live feature. Navigate to Salesforce Setup, then under 'Build' click the arrow next to 'Develop' and choose 'Visualforce Pages'. Example image:
Click the 'New' button: .
At 'Label' enter "DC Live", at 'Description' enter 'Duplicate Check Live feature'.
Check the checkbox 'Available for Lightning Experience, Lightning Communities, and the mobile app'.
At 'Visualforce Markup' field, enter the following code. Make sure you replace *API_NAME* with the API name you find at step 1.
Move your mouse over the 'DC Live' Visualforce page. At the end of the Visualforce page, click on the button to edit its properties. Example image:
Use the properties specified in the example image:
Now make sure to 'Save' everything done until now. Image Example:
Step 3 Apply DC Live feature to the scenario of your Standard Object
Navigate to the DC Setup page, then click on your 'Standard Object'.
Navigate to the Object scenario taband make sure that you have applied a scenario to DC Live. Check the example image below. That's it! If you want to use DC Live in 'Cross object' mode and make it find duplicates in different objects, make sure you activate Cross Objectand apply a scenario to the DC Live feature in every Object you wish to use in the DC Live feature.