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
| 1.1 | Navigate to "Salesforce Setup - Users - Profiles" |
| 1.2 | Find the profile you want to modify and click on the profile's name. |
| 1.3 | At the profile overview, scroll down to "Enabled Visualforce Page Access" and click "Edit". |
| 1.4 | At "Available Visualforce Pages", move the Visualforce pages of your choice to "Enabled Visualforce Pages". |
| Visualforce page | Allow Access to |
| DC Setup | |
| dupcheck.dc3Setup | DC Setup |
| dupcheck.dc3Settings | DC Setup - Settings |
| dupcheck.dc3SetupCheck | DC Setup - DC Setup Check |
| dupcheck.dc3Frequent | DC Setup - DC Frequent Words |
| dupcheck.dc3Audit | DC Setup - DC Audit |
| dupcheck.dc3License | DC Setup - View License |
| DC Job | |
| dupcheck.dc3Batch | DC Job |
| dupcheck.dc3BatchDetail | DC Job - View Results |
| dupcheck.dc3BatchExport | DC Job - Export |
| DC Check & DC Convert | |
| dupcheck.dc3Check | DC Check page |
| dupcheck.dc3CheckAccount | DC Check for Accounts |
| dupcheck.dc3CheckContact | DC Check for Contacts |
| dupcheck.dc3CheckLead | DC Check for Leads |
| dupcheck.dc3Convert | DC Convert page |
| DC Entry | |
| dupcheck.dc3Entry | DC Entry page |
| dupcheck.dc3EntryAccount | DC Entry for Accounts |
| dupcheck.dc3EntryContact | DC Entry for Contacts |
| dupcheck.dc3EntryLead | DC Entry for Leads |
| DC Live | |
| dupcheck.dc3Layout | DC Live |
| dupcheck.dc3LayoutAccount | DC Live for Accounts |
| dupcheck.dc3LayoutContact | DC Live for Contacts |
| dupcheck.dc3LayoutLead | DC Live for Leads |
| DC Merge | |
| dupcheck.dc3Merge | Merge page |
| dupcheck.dc3MergeListAccount | Merge page accessed via DC Merge button in list view (Accounts) |
| dupcheck.dc3MergeListContact | Merge page accessed via DC Merge button in list view (Contacts) |
| dupcheck.dc3MergeListLead | Merge page accessed via DC Merge button in list view (Leads) |
| dupcheck.dc3MergeModal | Merge Modal page |
| Random | |
| dupcheck.dc3Search | DC Search page |
| dupcheck.dc3DiscardLayout | DC Discards |
| dupcheck.dc3HomeSearch | DC Search page for Salesforce home page |
Step 2 Allow user access to DC Apex Classes
| 2.1 | Navigate to "Salesforce Setup - Users - Profiles". Find the profile you want to modify and click on the profile's name. |
| 2.2 | At the profile overview, scroll down to "Enabled Apex Classes" and click "Edit". |
| 2.3 | 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
| 3.1 | Navigate to "Salesforce Setup - Users - Profiles". Find the profile you want to modify and click "Edit" before the profiles name. |
| 3.2 | Scroll down to "Custom Object Permissions". In this section, make sure the profile has full access to all Duplicate Check Objects. |
| Duplicate Check Deltas | Full Access |
| Duplicate Check Indexes | Full Access |
| Duplicate Check Duplicates | Full Access |
| DC Discards | Full Access |
| Duplicate Check Audits | Full Access |
| Duplicate Check Frequent Words | Full Access |
| Duplicate Check Groups | Full Access |
| Duplicate Check Jobs | Full Access |
| Duplicate Check Layouts | Full Access |
| Duplicate Check Logs | Full Access |
| Duplicate Check Temp Files | Full Access |
Step 4 Allow access to Duplicate Check tabs
| Grant the relevant profiles access to Duplicate Check tabs by setting the Tab Settings of the DC tabs to 'Default On'. | |
| 4.1 |
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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