How-To's
- How to grant login access to Duplicate Check Support
- How to find your Salesforce Organization ID
- How to find and merge duplicate records
- How to export large job results using Dataloader.io
- How to start a Cross Object job
- How to solve insufficient access rights when merging records
- How to reduce storage space taken by Duplicate Check
- How to use and enable Unique Import in Duplicate Check
- How to enable and configure Cross Object
- How to enable Duplicate prevention upon manual entry in Salesforce Classic
- How to enable Duplicate prevention upon manual entry in Salesforce Lightning
- How to set up Web to Lead Duplicate Prevention
- How to set up Direct Processing
- How to find duplicate records based on email address field only
- How to enable DC Audit Logging
- How to refresh your Duplicate check license
- How to add and configure DC Live to your page layout in Salesforce Classic
- How to add Duplicate Check Live to Custom Object page layout in Salesforce Classic
- How to add and configure DC Live to your page layout in Salesforce Lightning
- How to use Duplicate Check with a Custom Object in Salesforce Lightning
- How to use Duplicate Check with a Custom Object in Salesforce Classic
- How to set up Duplicate Check Frequent Words feature
- How to check for a similar email address in multiple fields upon entering a new record
- How to check for similar Phone numbers in multiple fields upon entering a new record
- How to filter on records associated with a certain Campaign
- How to resolve known issues related to Duplicate Check
- How to create an email notification for every time a DC Job is completed
- How to store the Search Index in the Custom Object itself
- How to retrieve deleted records from Salesforce recycle bin
- How to automatically open groups when opening the batch results page
- How to solve the issue when the merge page is not loading
- How to grant access to the Duplicate Check application in the App Launcher
- How to solve the CIRCULAR_DEPENDENCY error
- How to convert UNIX timestamp to readable date
- How to use a pre-defined filter on a custom object results list
- How to change the default subject line and message in Share Results
- How to enable Case Merge in Salesforce
- How to embed an Overall Job Result list with filters
- How to disable the Duplicate Check triggers for actions executed by a certain (system) user
- How to allow user access to DC Apex Classes
- How to enable setting a parent record from a related list in DC Entry
- How to create a Duplicate Check license for your sandbox
Usage Guide
- Why you need to check your record limit
- Manual Merge
- Auto Merge
- Sharing a merge page
- Auto Convert
- Set for Merge
- Duplicate Check Job Filter
- DC Export
- DC Search
- DC Job Overview
- Schedule a Duplicate Check Job
- DC Job page List Filter
- Sharing Duplicate Check Job Results
- DC Job Results Overview
- DC Results page Groups Filter
- Overall Job Results
- DC Convert
- DC Entry
- DC Entry - URL Addressable
- DC Check
- DC Live
- Manual Insert / Update Prevention
- API Single Insert / Update
- Predefined Filters
- Activating improved Frequent Words
- Duplicate Check Job
Videos
- Duplicate Check Product Overview
- How to install Duplicate Check for Salesforce
- How to set up and configure a scenario
- How to decide your record limit with Duplicate Check
- How to find and merge duplicate records
- Webinar: Intro to Duplicate Check for Salesforce
- Webinar: Setting up scenarios and a search index for better results
- Webinar: Duplicate Prevention for end-users
- Webinar: (Automated) Duplicate Prevention for admins
- Webinar: Find and merge existing duplicate records
- Webinar: Custom development for Duplicate Check
- Webinar: How to use Duplicate Check Flow Actions
Flow Actions
- Flow Action - Find Duplicate By ID
- Flow Action - Find Duplicate By Field Values
- Flow Action - Quick Merge
- Flow Action - Quick Convert
- Flow Action - Store Duplicate Information in DC Job
- Flow Action - Direct Process
- Flow Action - Show Duplicates
Development guide
- Apex API
- Apex Plugin
- Apex Plugin - Typed
- Apex Plugin - Generic
- Duplicate Prevention in VisualForce
- Add-on Packages
- REST API
- SFDX Plugins
Setup guide
- DC Setup page
- Scenarios
- Matching methods
- Search Index
- Record Types
- Result Fields
- Frequent Words
- Direct Processing
- Unique Import
- Cross Object
- License
- Setup Check
- Discarded Items
- Audit Logging
- Audit Logging Dashboard
- General Settings
- Object Settings
- Web to Lead
- Decrease the runtime of large DC jobs
- Getting started with Duplicate Check
- When to exclude a field from the Search Index
- Export / Import Duplicate Check configuration
- When to use index grouping for the search index
- DC Analytics
- Merge Rules
- Advanced Merge Rules (Beta)
Installation Guide
- Install Guide
- Step 1. Install the Duplicate Check for Salesforce Package
- Step 2. Configure your Salesforce Classic organization
- Step 2. Configure your Salesforce Lightning organization
- Profile Settings / Access rights for users
- Getting started with the Advanced edition
- Getting started with the Premium edition
- Uninstall Duplicate Check from Salesforce Classic
- Uninstall Duplicate Check from Salesforce Lightning
DC Local
- Duplicate Check Local General Information
- Install Duplicate Check Local on macOS
- Install Duplicate Check Local on Windows
- Run a DC Local job
- Auto Processing jobs
- User rights and permissions for Duplicate Check Local
- Create a Search Index with DC Local
- Run a DC Local Auto Merge
- Configure and use DC Local Server Mode
- Install DC Local Server on Windows
- Duplicate Check Local Server Mode General Information