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Release Notes

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Release 3.313.1, October 18, 2021.


Release 3.313.1 (Currently in Sandbox)
Release date October 18, 2021
New
  • DC Search - The DC Search tab has been renewed and updated to Lightning.
  • Advanced Merge Rules - The New Merge Rules are now out of beta and activated automatically for all installations.
  • DC Local - Shows actual job status in DC Job tab.
  • DC Local - Performance improvement in DC Local Auto Merge process.
  • DC Local Server - DC job Overview now shows which DC Local Server processed the Job.
  • DC Local Server - Ability to run multiple DC Local Server for a single Salesforce instance.
Fix
  • DC Local - Fixed an indexing issue with Date Fields.




Release 3.311, September 20, 2021.


Release 3.311 (Currently in Sandbox & Production)
Release date September 20, 2021
New
  • Auto Merge is now automatically restarted if the selected records were not all processed
  • Merge Rules - Rule based on the most complete group now has a fallback rule
Fix
  • Fix to respect encrypted fields in the merge preview and result fields.
  • Optimized the predefined filter query when used in DC Jobs.
  • Fixed a UI issue related to the merge preview box in the merge modal.
  • Fixed a number of UI issues related to the Advanced Merge Rules.
  • Fixed an issue related to deciding the master record based on a Portal Enabled User.
  • Fixed an issue related to required fields in DC Entry.
  • Duplicate groups that are deleted from a DC Job or no longer visible in OJR.




Release 3.310, August 23, 2021.


Release 3.310
Release date August 23, 2021
Fix
  • Optimized the Advanced Merge rules (beta) for ORGs with many fields. /li>
  • Optimized the Export configuration to handle larger configuration sets.
  • Fixed a bug related to converting a Lead to a Contact and/or Account with Record Types.




Release 3.309, July 26, 2021.


Release 3.309
Release date July 26, 2021
New
  • DC Local Server - now supports scheduled jobs
  • DC Convert - A new setting at DC Setup - Settings to disable changing the opportunity name in a manual conversion.
Fix
  • Fixed a number of issues in Advanced Merge Rules (beta)
  • Fixed an issue in the "Store duplicate in DC Job" flow action
  • Optimized querying the Index Location field at Object Settings
  • DC Convert - Fixed issue with loading the modal coming from a Quick Action
  • DC Entry - Fixed an issue related to the cancel button in the Sales console
  • DC Job - Fixed an issue related to sorting jobs on metadata.
  • Quick Merge - If a group is not merged due to an error, it is returned to the job.




Release 3.308, June 29, 2021.


Release 3.308 
Release date June 29, 2021
New
  • A complete redesign of the Merge Rules is now available in beta. In the redesign, we offer various new rules that contribute to a much more advanced merging process with richer possibilities without writing any code. In addition, create Field Groups, and decide if end-users are able to change the master record in a merge page. Read more.




Release 3.305, May 31, 2021.


Release 3.305
Release date May 31, 2021
Fix
  • DC Entry - Fixed an issue related to the "Save and New" button when a duplicate is found.
  • Share Merge - After merging via a shared link, the user is taken to the master record.
  • DC Job Filter - A filter on a multi-select pick lists now supports the "includes" expressions.
  • DC Setup - Fixed an issue related to loading the wrong configuration due to duplicate object prefixes.
  • DC Local Merge - If a merge fails, job continues and merge error is stored in the duplicate job.




Release 3.303, May 4, 2021.


Release 3.303 
Release date May 4, 2021
New
  • DC Local - Use DC Local to run larger merge jobs more stable while decreasing runtime. Read more.
  • DC Local - The new "device login flow" allows you to authenticate DC Local with your device without running into known SSO issues.
Fix
  • Fixed an issue related to importing/exporting large configuration files.
  • Improved loading a large number of scenarios in the DC Setup.




Release 3.302, April 6, 2021.


Release 3.302
Release date April 6, 2021 (postponed to April 12, 2021)
New
  • Added the Duplicate Check Job ID number to the job overview.
  • Case Merge - Improved error notification when case merge fails
  • Direct Processing - If a merge or convert fails in Direct Processing, error is now stored in DC Job.
Fix
  • Fixed an issue related to the Set Field plugin in auto merge.
  • Fixed an issue related to loading DC Convert modal.
  • Fixed an issue in pre-defined filters related to setting a date filter.




Release 3.299.4, March 8, 2021.


Release 3.299.4
Release date March 8, 2021
New
  • Merge Modal - Improved performance in loading the merge modal.
  • Merge Modal - Added ability to open the merge modal via URL for specific record IDs. Read more.
Fix
  • DC Entry - Fixed an issue related to changing a record type.
  • DC Entry - Fixed an issue related to read-only fields.




Release 3.297, February 8, 2021.


Release 3.297
Release date February 8, 2021
New
  • Set for Merge - In the object settings, you can now choose to disable the "Set for Merge" feature for users that don't have delete rights on the object.
Fix
  • DC Entry - A number of bug fixes for DC Entry when running in Salesforce Communities.
  • DC Entry - Fixed an issue related to only having access to the master record type.
  • DC Setup - You can now use arrow keys to adjust the sliders in the scenarios.




Release 3.296, January 11, 2021.


Release 3.296
Release date January 11, 2021
New
  • DC Analytics - Statistics about DC Local are now taken into account at the DC Analytics page.
  • DC Convert - New ability to decide what user is pre-selected to be the owner of new records in a manual convert, at DC Setup - Settings.
Fix
  • Data API - Formula fields can now be taken into account when using the Data API.
  • Search Index - Fixed an issue related to deleting the index manually.
  • DC Entry - Fixed an issue related to how the page renders in Salesforce Communities.
  • DC Job Export - Fixed an issue related to exporting duplicate results in latest browser versions.




Release 3.293, December 14, 2020.


Release 3.293
Release date December 14, 2020
New
  • DC Analytics - Get extensive, detailed insight in duplicates found, records merged and records converted over a period of time. Make the comparison with other months to see how the battle against duplicates evolves. In addition, find out what percentage of incoming records is duplicate. Read more.
Fix
  • DC Entry - The option to set a parent record from a related list is now configurable. Read more.
  • DC Entry - Fixed a number of issues related to the new LWC Entry page.
  • DC Convert - Default owner for potential new records is now the Lead owner.




Release 3.290, November 16, 2020.


Release 3.290
Release date November 16, 2020
New
  • DC Entry Redesign - New, improved and faster entry page (LWC), which is now embeddable via Apex or via the Lightning App Builder. Also, the entry page is addressable via URL. Read more.
Fix
  • Added the option to limit the number of results that we show in DC Live, DC Entry and Show Duplicates Flow action.
  • Added loading spinners the the batch results page, to indicate that the merge page is loading.
  • DC Convert - If only one record type is available, it is now pre-selected. In addition, if multiple record types are available, the profile assigned record type is pre-selected.




Release 3.288.3, October 19, 2020.


Release 3.288.3
Release date October 19, 2020
Fix
  • Removed the Audit Logging Dashboard from the package, a new add-on package can be installed to use the Audit Logging Dashboard. Read more.
  • Fixed a number of bugs related to the new merge page.
  • Fixed an issue related to restricted record types in DC Convert.
  • Fixed an issue related to having more than 50 pre-defined filters.
  • Fixed an issue related to the primary affiliation field in NPSP merge.




Release 3.286.3, September 21, 2020.


Release 3.286.3 
Release date September 21, 2020
New
  • Merge Page Redesign - New improved merge page (LWC) that includes a merge preview. Read more.
  • Audit Logging Dashboard - An extensive new dashboard that shows audit information about all actions performed in Duplicate Check. Read more.
Fix
  • Fixed an issue related to the Search Index with two different Email matching methods in one scenario.
  • Fixed an issue related to 'records analysed' reset after executing an automated merge.
  • Performance improvement for loading DC Setup.
  • Fixed an issue related to storing the search index using DC Local.
  • Fixed an issue related to applying a pre-defined filter to the Overall Job Results.




Release 3.284.2, August 24, 2020.


Release 3.284.2 
Release date August 24, 2020
New
  • DC Flow Actions - Show duplicates. A new screen component that is able to show duplicate results gathered in the flow. Read more.
  • Disable Duplicate Check triggers for actions executed by a certain (system) user. Read more.
  • Exact (random order) - a new matching method that scores 100% if all characters are equal, but potentially in a different order. Read more.
Fix
  • Completely Disabled DC triggers when a standard object is removed from the DC Setup.
  • Improved the loading spinner in the DC Convert Lightning Component.




Release 3.283, July 27, 2020.


Release 3.283
Release date July 27, 2020
New
  • DC Flow Actions - Duplicate Check now includes Flow Actions which can be used in Salesforce Flows. Read more.
  • DC Local - Added a permission check at the beginning of a new job, to verify if all required permissions are available.
  • DC Convert - When hovering over records in a conversion, the user will now see additional result fields.
Fix
  • DC Job - Changed labels for action buttons when selecting records in a group.
  • DC Job - Added time-stamp for auto processes that are finished.
  • DC Local - Now returns the number of records analyzed to the job metadata in Salesforce.
  • DC Local - Fixed a bug related to "master" record types not being picked up.
  • Direct Processing - Fixed a bug related to merging NPSP records.






Release 3.282.2, June 29, 2020.


Release 3.282.2
Release date June 29, 2020
New
  • DC Local - Improved downloading records in LDV environments.
  • DC Local - Implemented “Frequent Words” for DC Local.
Fix
  • DC Entry - Visualforce - Record insert triggered an Apex Insert Job.
  • DC Job - Fixed an issue related to updating the ‘disable’ checkbox after quick/auto merge.
  • DC - General performance improvements.






Release 3.278.2, June 2, 2020.


Release 3.278.2 
Release date June 2, 2020
New
  • SFDX Plugin for Duplicate Check. Use our new plugin to easily create licenses for your sandboxes and transfer complete Duplicate Check configurations. Read more.
Fix
  • DC Convert - Lightning - Longer account names caused UI issue.
  • DC Convert - Lightning - Fixed an issue related to the target of the “Go to Leads” button.
  • DC Convert - Lightning - Improved error handling.
  • Predefined Filters - Fixed a bug related to having more than 9 filter lines.
  • DC Live - Lightning - DC Live can now be added to Partner Community.
  • Merge - Fixed an issue related to merging custom object records that relate to the same file.
  • DC Local - Fixed an issue related to having a filter on the matched object only.



Release 3.277.6, May 4, 2020.


Release 3.277.6 
Release date May 4, 2020
New
  • DC Convert Lightning Component - Convert Leads with our brand new component without creating duplicate records. Read more.
  • DC - Multiple general performance improvements.
Fix
  • DC Entry - Lightning - Fixed an issue related to resetting the form when working in a console.
  • DC Job - Fixed an UI issue related to having more than 9 scenarios.
  • DC Merge - Fixed an issue related to merging Tasks.
  • DC Merge - Fixed an issue when having state/country pick lists activated.



Release 3.275, April 6, 2020.


Release 3.275 
Release date April 6, 2020
Fix
  • Merge - Fixed an issue related to merging records with attachment in a custom object.
  • DC Entry - Classic - Fixed an issue related to the “distance in days” matching method.
  • DC Job Filter - Fixed an issue related to having more than 9 filter lines.






Release 3.274.4, March 9, 2020.


Release 3.274.4
Release date March 9, 2020
New
  • DC Job - Premium - New ability to apply a predefined filter to a DC Job. Read more.
  • DC Job - Premium - Redesigned filter allows to apply more advanced filters. Read more.
  • DC Job - Jobs can now be restarted with a new button on the job overview.
  • Overall Job Results - It’s now possible to embed the OJR component in any page with filter options, via Lightning App Builder or via code. Read more.
Fix
  • DC Convert - Fixed an issue related to converting Lead records due to Activity Metric error.
  • DC Entry - Lightning - Fixed an issue related to the salutation field.






Release 3.273.3, February 10, 2020.


Release 3.273.3
Release date February 10, 2020
Fix
  • Object Filter - Fixed an issue related to looking up a record type.
  • Custom Object Merge - Fixed an issue related to re-parenting Notes.
  • Import / Export Configuration - Fixed an issue related to exporting Record Type configuration data.
  • DC Entry - Lightning - Fixed an issue related to creating records with DC Entry in Spring ’20.
  • Predefined filters - Fixed an issue related to looking up a record type in a predefined filter.






Release 3.272, January 13, 2020.


Release 3.272
Release date January 13, 2020
New
  • DC Job - Auto Merge - It’s now possible to change the chunk size of a batch merge job, allowing to improve performance in larger batch merge jobs.
Fix
  • DC Setup - Internet Explorer 11 - Compatibility improvements.
  • DC Entry - Classic - UI Improvement in Lookup Modal.
  • DC Entry - Lightning - Fixed an issue related to using a lookup field in prevention.
  • DC Entry - Lightning - Fixed an issue related to FLS and read-only field settings.



Release 3.271, December 16, 2019.


Release 3.271
Release date December 16, 2019
New
  • Overall Job Results - It’s now possible to apply a predefined filter to your results list, allowing you to filter on any field value.
Fix
  • Config Import / Export - Fixed an issue related to duplicate scenario names.
  • DC Entry - Lightning - Account ID is now pre-populated when coming from a related contact list view.
  • DC Entry - Classic/Visualforce - Multiple fixes in lookup modals.
  • Object Settings - Fixed an issue related to updating merge settings.
  • Scenario - Fixed an issue where the “contains value” matching method didn’t store value.
  • DC Job - Internet Explorer 11 - Compatibility improvements.



Release 3.269, November 29, 2019.


Release 3.269
Release date November 29, 2019
New
  • DC Local - DC Local results now show scenario scores per pair.
  • DC Local - Now works with Index Grouping
Fix
  • Disable Triggers - Improved performance when the trigger is disabled.
  • DC Live - Now runs as a background lightning component, speeding up loading times for other components.



Release 3.268, November 20, 2019.


Release 3.268
Release date November 20, 2019
New
  • Index - Index Grouping. This allows for grouping fields while searching in the index for possible duplicates. Very useful for LDV ORG's. Read more.
  • DC Apex API - Search with specific scenarios. See API documentation. Read more.
  • Share - Ability to change the default Subject & Body texts for the sharing popup. Read more.
  • DC Merge - Case merging. When you enabled the Case Merge Beta of Salesforce, you can instruct DC Merge to use this beta feature for case merging. Read more.
Fix
  • DC Entry - Lightning - Improved visual leading of Entry form.



Release 3.267, November 4, 2019.


Release 3.267
Release date November 4, 2019
New
  • N/A
Fix
  • DC Merge - Merge Rules for Phone gave unexpected error after release.



Release 3.266, November 1, 2019.


Release 3.266
Release date November 1, 2019
New
  • Plugins - New plugins; Direct Processing, Merge Master and Merge Field. New generic plugins allow more flexibility and control in customisations. Read more.
Fix
  • DC Local - Fixed an issue related to Person Account index creation.
  • Import / Export - Fixed an issue related to exporting in Salesforce Classic.
  • Merge Rules - Fixed inconsistancy regarding fallback rule
  • ClickJack protection - If the convert/merge page can’t be loaded, DC now shows an error message.



Release 3.263, October 25, 2019.


Release 3.263
Release date October 25, 2019
New
  • N/A
Fix
  • DC Entry - Lightning - Required fields are now respected.
  • DC Entry - Lightning - Name component now shows “middle name” and “suffix” if enabled.
  • DC Entry - Lightning - Multiple UI enhancements.
  • DC Entry - Lightning - Fixed an issue related to displaying different date formats.
  • DC Entry - Lightning - Entire page is now translatable.
  • Import / Export - Fixed an issue related to person accounts with record types.



Release 3.262, October 18, 2019.


Release 3.262
Release date October 18, 2019
New
  • DC Scheduled Jobs - Meta-data now shows what scenario is applied.
Fix
  • Fixed an issue related to a pre-defined filter value with special characters.
  • Fixed an issue related to the object filter using special characters.
  • Import / Export - Actions are now a-synchronous, allowing to transfer large configuration files.



Release 3.261, October 11, 2019.


Release 3.261
Release date October 11, 2019
New
  • Import / Export Configuration - Premium - A new feature that allows you to backup and restore your DC configuration and transfer DC configuration between ORGs. Read more.
Fix
  • Fixed an issue related to sandbox licenses.
  • Fixed an issue related to Person Accounts in Overall Job Results.



Release 3.260, October 4, 2019.


Release 3.260
Release date October 4, 2019
New
  • Merge Rules - A new setting allows you to decide to what records in a group the fallback rule should apply to.
  • Merge - The merge page now shows if a Contact is a Portal User.
  • Search Index - A new setting allows you to exclude fields from being taken into account in the Search Index. Read more.
  • Search Index - Non-latin names of only 1 or 2 characters are now taken into account in the Search Index.
Fix
  • Merge - De-selecting a record in a group will now automatically de-select all the fields from that record.
  • Overall Job Results - Fixed an issue related to Person Accounts.
For earlier release notes, please check the release notes section at the DC Setup page (in app).

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