Step 1. Install the Duplicate Check for Salesforce Package
This How-To is available as a video. Watch it here!
You have made the right decision to start using Duplicate Check for Salesforce. Follow these simple steps to install the application and get ready to get rid of your duplicate records!
| 1. | In the Salesforce AppExchange, find the Duplicate Check for Salesforce application. | ||||||
| 2. | Click 'Get it Now'. | ||||||
| 3. | Choose to install Duplicate Check for Salesforce in your production organization or in a sandbox environment. |
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| 4. | Agree to the terms and conditions and click 'Confirm and Install'. | ||||||
| 5. | Determine for which users you would like to install Duplicate Check for Salesforce.*
*You can change these settings after installing the application. |
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| 6. | Click 'Install'. Installing Duplicate Check for Salesforce may take some time. You will receive an email message when the installation is finished. |
Nice! The first step in installing Duplicate Check for Salesforce is behind us. Let's proceed to step 2 for Salesforce Classic or Salesforce Lightning.