Export / Import Duplicate Check configuration
The new Export / Import feature in Duplicate Check allows you to transfer entire configuration sets between different Salesforce ORGs. For example, create an entire configuration in a sandbox and transfer it to production with just a few clicks. Or, create a regular backup for your DC configuration. Better be safe than sorry!
Export / Import Duplicate Check configuration is only available in our Premium Edition.
Step 1 Export a DC Configuration file
| 1. | Navigate to DC Setup - Import / Export Configuration. |
| 2. | At the "Export" tab, click "Export Configuration". |
| 3. | The configuration file is now downloaded to your hard drive. |
What is part of the export file?
- The export file will consist of the DC Setup configuration for all defined objects (scenarios, object settings, merge rules, direct processing, cross object mapping, predefined filters, record type configuration).
- All settings defined at General Setup - Settings
- Frequent words lists at General Setup - Frequent words
- Changes made in standard Salesforce will not transfer and have to be reconfigured.
- The export file will consist of the DC Setup configuration for all defined objects (scenarios, object settings, merge rules, direct processing, cross object mapping, predefined filters, record type configuration).
- All settings defined at General Setup - Settings
- Frequent words lists at General Setup - Frequent words
- Changes made in standard Salesforce will not transfer and have to be reconfigured.
Step 2 Import a DC configuration file
| 1. | Navigate the DC Setup - Import / Export Configuration |
| 2. | At the "Import" tab, select a config file and click "Import Configuration". |
| 3. | That's it! If all went well, your will receive a notification. If there are any errors, you will be notified as well. |
Most common error & warning messages
| Message | Solution |
| Object not found [x] | The import fails because you are trying to import a configuration for an object that does not exist in this ORG. |
| Convert Status does not exist | The import fails because the config file contains a defined convert status that is not found. Make sure the convert status is added to the Lead Status field. More info. |
| You are trying to import [x] scenarios in an object, where the license only allows for [y] | The import fails because you are trying to import more scenarios than allowed according to your Duplicate Check license. Find more information at DC Setup - License. Make sure your license is applied correctly or contact support. |
| Field not found for object [x] in scenario [y] | The scenario that you are trying to import has a defined field that does not exist in this ORG. |
| Field not found for object [x] in result fields | The imported config file contains a result field that does not exist. |
| Record type not found for object | The config file contains a record type configuration for a record type that does not exist in this ORG. |
| Field not found for object in cross object config | The cross object mapping that you are trying to import has defined a field that does not exist in this ORG. |
| Pick-list value in field does not exist | There is a merge rule, object filter or pre-defined filter that is based on a pick-list value that does not exist in this ORG. |
| Invalid configuration file | The file that you are trying to import is invalid. |
| The master record rule for [x] is configured using a reference field, but the ID can’t be found. This has to be reconfigured manually. | At the Merge Rules tab, the master record rule is depending on a reference that can't be found in your current ORG. Therefore you have to reconfigure the master record rule. |
| The object filter for [x] is configured using a reference field, but the ID can’t be found. This has to be reconfigured manually. | The import file contains an object filter which is based on a reference that can't be found in your current ORG. Therefore you have to reconfigure the object filter. |
| Predefined filter [x] is configured using a reference field, but the ID can’t be found. This has to be reconfigured manually. | The import file contains a predefined filter which is based on a reference that can't be found in your current ORG. Therefore you have to reconfigure the predefined filter manually. |