How to add and configure DC Live to your page layout in Salesforce Lightning

Last published at: 2022-02-08 12:24:46 UTC
Delete

This tutorial is for Salesforce Lightning. If you are using Salesforce Classic, please read this article.

Delete

Duplicate Check Live feature is available in the Advanced and Premium editions.

Delete

Duplicate Check Live is a feature that can be added to any record page layout in your Salesforce organization. Duplicate Check Live does a real-time search for duplicates when opening up a record. Instantly see if there are duplicate records for the record you are currently working in. In this How-To we are adding the 'Duplicate Check Live' feature to an object layout in the Lightning environment, which is fast and easier than in Salesforce Classic.

Step 1 Adding DC Live to a Object Layout

To be able to see the DC Live custom component in the 'Salesforce Lightning App Builder', first you need to define your 'My Domain Subdomain name'. Navigate to this Salesforce tutorial about how to enable your domain and follow the steps. 

  1. Navigate to the *Object* you want to add DC Live component for. 
  2. Click on a record to open it.
  3. On the top right of the page, click the Salesforce Setup icon and choose 'Edit Page'. Example image below:
  4. Now, after you have your domain ready, at the left under 'Custom - Managed' you should be able to see and add the DC Live custom component by just dragging it to the Salesforce Builder.
  5. After that click the 'Save' button on the top right to finish the installing of the DC Live component.

    This is what DC Live looks like running in your *Object* page layout:
    Click here to watch a short video of how to add DC live to your Object Layout.

Step 2 Applying a Scenario to DC Live

  1. Now navigate to the DC Setup page, chose the *Object* you just enabled the DC Live for and make sure to apply the DC Live feature to its scenario. Example image below:
Delete

Learn more about how to configure scenarios here.