How-To's
- How to find and merge duplicate records
- How to export large job results using Dataloader.io
- How to create a Duplicate Check license for your sandbox
- 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 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 find duplicate records based on email address field only
- How to refresh your Duplicate check license
- 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 grant login access to Duplicate Check Support
- How to find your Salesforce Organization ID
- How to enable DC Audit Logging
- How to add and configure DC Live to your page layout in Salesforce Lightning
- How to check for a similar email address in multiple fields upon entering a new record
- How to check for a similar Phone numbers in multiple fields upon entering a new record
- How to add and configure DC Live to your page layout in Salesforce Classic
- How to filter on records associated with a certain Campaign
- How to add Duplicate Check Live to Standard Object page layout in Salesforce Classic
- How to start a Cross Object job
- How to enable and configure Cross Object
- How to setup Direct Processing
Usage Guide
- Auto Merge
- Auto Convert
- DC Job Filter
- Set for Merge
- DC Search
- DC Job Overview
- DC Convert
- DC Job page List Filter
- Duplicate Check Job
- DC Entry
- DC Check
- DC Live
- Manual Insert / Update Prevention
- API Single Insert / Update
- DC Results page Groups Filter
- Why you need to check your record limit
- Schedule a Duplicate Check Job
- DC Results Overview
- DC Export
- Manual Merge
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
Development guide
Setup guide
- Scenarios
- Matching methods
- Record Types
- Merge Rules
- Frequent Words
- Unique Import
- License
- Setup Check
- Discarded Items
- General Settings
- Web to Lead
- Search Index
- DC Setup page
- Object Settings
- Cross Object
- Audit Logging
- Result Fields
- Direct Processing
Installation Guide
- Install Guide
- Step 1. Install the Duplicate Check for Salesforce Package
- Uninstall Duplicate Check from Salesforce Classic
- Uninstall Duplicate Check from Salesforce Lightning
- Getting started with the Advanced edition
- Getting started with the Premium edition
- Profile Settings / Access rights for users
- Step 2. Configure your Salesforce organization
Duplicate Check Local
- Install Duplicate Check Local on MacOS
- Run a DC Local job
- How to install Duplicate Check Local on Windows OS
- Duplicate Check Local General Information
- User rights and permissions for Duplicate Check Local