Results for 'video'
How-To's
- How to find and merge duplicate records
- How to start a Cross Object job
- How to enable and configure Cross Object
- 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 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 store the Search Index in the Custom Object itself
Usage Guide
- Why you need to check your record limit
- DC Export
- DC Results Overview
- DC Entry
- Manual Insert / Update Prevention
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
Setup guide
- DC Setup page
- Scenarios
- Matching methods
- Search Index
- Result Fields
- Cross Object
- Audit Logging
- Object Settings
- Getting started with Duplicate Check
Installation Guide
- Step 1. Install the Duplicate Check for Salesforce Package
- Step 2. Configure your Salesforce Classic organization
- Step 2. Configure your Salesforce Lightning organization