How to enable Duplicate prevention upon manual entry in Salesforce Lightning

If you are using the Classic version of Salesforce please navigate to this article.

When using Duplicate Prevention in the standard Lightning Entry page, Duplicate Check is limited to showing only a text message. If you want to show the actual duplicate records in Lightning, we need to replace the native entry page to the DC Entry Lightning Component. This article will show you how.

Step 1 How to replace the native entry page with DC Entry page

1.1 Navigate to Salesforce Setup  menu.
1.2 From 'Platform Tools' click on 'Objects and Fields' then choose 'Object Manager'
1.3 Find the Object you want to use the DC Entry Lightning Component with. 
1.4 Navigate to 'Buttons Links and Actions'.
1.5 Find 'New' and click edit.
1.6 At "Lightning Experience Override", select the 'dupcheck:dc3RecordForm' Lightning Component and click save. 
1.7 Find the 'Edit' button and click edit. 
1.8 At "Lightning Experience Override", select the 'dupcheck:dc3RecordForm' Lightning Component and click save. 

Step 2 Enable Duplicate prevention upon manual entry in Salesforce Lightning

2.1 Navigate to DC Setup in the Duplicate Check application. 
2.2 Navigate to the particular object you want to enable prevention upon manual entry for.
2.3 Navigate to the Scenario tab and make sure that you have applied the scenario to 'Manual Insert Prevention'. If you want Duplicate Check to trigger upon editing a record as well, apply the scenario to 'Manual Update Prevention'. 
Duplicate Check now returns potential duplicate records while you are filling out the form. Duplicate Check decides what a duplicate record is, and how to compare your new entry, based on the applied scenario. Learn more about scenarios here.
 

Having trouble?

Our support agents are ready to help you !