Step 2. Configure your Salesforce Lightning organization

This tutorial is for Salesforce Lightning. If you are using Salesforce Classic, 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!


Lead Object
1. Navigate to (Salesforce's) Setup - Object Manager - Lead - Page Layouts.
2. Click on 'Lead Layout'.
3. Drag and drop the 'Disable Duplicate Check' field in the Page Layout.
4. Click on 'Mobile & Lightning Actions' then drag and drop the 'DC Check'
button in the Page Layout.
5. Drag and drop the 'DC Convert' Quick Action in the Page Layout.

Please note that you can choose between a Button (Classic) and a Quick Action (Lightning). Make sure to pick the Quick Action. 
6. Click Save.


Account Object
1. Navigate to (Salesforce's) Setup - Object Manager - Account - Page layouts.
2. Click on 'Account Layout'.
3. Drag and drop the 'Disable Duplicate Check' field in the Page Layout.
4. Click on 'Mobile & Lightning Actions' then drag and drop the 'DC Check'
button in the Page Layout.

5. Click Save.


Contact Object
1. Navigate to (Salesforce's) Setup - Object Manager - Contact - Page layouts.
2. Click on 'Contact Layout'.
3. Drag and drop the 'Disable Duplicate Check' field in the Page Layout.
4. Click on 'Mobile & Lightning Actions' then drag and drop the 'DC Check'
button in the Page Layout.

5. Click Save.



Add 'DC Merge' button to List views

In Salesforce Lightning, we can add the 'DC Merge' button to a list view. This allows you to merge duplicate records from a list view after selecting at least two checkboxes. 


Lead Object
1. Navigate to (Salesforce's) Setup - Object Manager - Lead - Search Layouts for Salesforce Classic. 
2. Click 'Edit' at 'List views'. 
3. Under Custom Buttons header add the 'DC Merge' button to 'Selected Buttons'.
4. Click Save.


Account Object
1. Navigate to (Salesforce's) Setup - Object Manager - Account - Search Layouts for Salesforce Classic. 
2. Click 'Edit' at 'List views'. 
3. Under Custom Buttons header add the 'DC Merge' button to 'Selected Buttons'.
4. Click Save.


Contact Object
1. Navigate to (Salesforce's) Setup - Object Manager - Contacts - Search Layouts for Salesforce Classic. 
2. Click 'Edit' at 'List views'. 
3. Under Custom Buttons header add the 'DC Merge' button to 'Selected Buttons'.
4. Click Save.
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!
 

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