Step 2. Configure your Salesforce Classic organization
This tutorial is for Salesforce Classic. If you are using Salesforce Lightning, please navigate to this article.
After installing the Duplicate Check for Salesforce package, you need to add buttons and checkboxes to your Salesforce environment. This guide describes the configuration of the Lead, Contact and Account object. To configure Duplicate Check for your custom Object, please see this guide.
Add custom fields and buttons to page layout
As part of configuring Duplicate Check for Salesforce we ask you to add the 'Disable Duplicate Check' field and the 'DC Check' button to your page layout. You will need them when working with Duplicate Check!
Pfew... we're done! Duplicate Check for Salesforce is now ready to use. Get ready to find and merge duplicate records in your Salesforce organization. Make yourself familiar with Duplicate Check by reading our usage and configuration guides. Besides that, we wrote some helpful How-To's to help you. Need more or personal help? Contact our support team!