How to embed an Overall Job Result list with filters

Last published at: April 4th, 2025
Delete

Duplicate Check lets you embed a customized Overall Job Results list in any page. For example, create a page that you assign to a number of users containing only those duplicate results that are relevant for them.

To embed a customized Overall Job Results ‍list to display duplicate job results: 

  1. Create a new Lightning page via the Lightning App Builder,  or edit an existing page via the Salesforce Setup menu > Edit Page.
  2. At the Component list, scroll down to the Custom - Managed section. 
  3. Drag & drop the DC Overall Results component anywhere on the page.

  1. Click on the Overall Job Result component to access the configuration options in the section at the right hand side. All listed options are optional; with no additional configuration the entire Overall Job Results page is shown as-is.
Setting Option
Source Object

Define a source Object to only show duplicate results from a specific object. 

For example, enter the Lead object to only show duplicate Leads in the embedded component. 
Match Object

Define a match Object to show duplicate results from a cross object results list. If you just want to show results from one object, you can leave this blank. 

For example, enter "Lead" at source Object, and "Contact" at match Object to show Lead to Contact duplicate results. 
Include Results from... 

Decide which results you want to see based on the channel where the duplicate record came in. 
Source Pre-defined filter

By applying a Predefined filter you can filter the results based on any field value. 

Enter the API name (developer name) of the predefined filter you want to use. When displaying the results of a single object, only use the Source predefined filter field. 
Match Pre-defined filter

By applying a Predefined filter you can filter the results based on any field value. 

Enter the API name (developer name) of the predefined filter you want to use. When working with the results of two different objects (cross object, such as "Lead to Contact"), use the Match predefined filter for the Match Object. 
Source Record Owner Filter on Record Owner for the Source Object. 
Match Record Owner Filter on Record Owner for the Match Object (for Cross Object results only). 
Source Record Type

Filter on a certain Record Type for the Source Object. 

Enter the Record Type ID. 
Match Record Type

Filter on a certain Record Type for the Match Object (for Cross Object results only). 

Enter the Record Type ID. 
Source Object Filter

Apply an Object Filter to the result list, to only show certain results. 

The object filter can only be applied in a single object result list, not for Cross Object results. 
Sort By

Decide how you want to sort the results. Sort the results by:

  • Group number (default)
  • High Score
  • Low Score
  • Record Count
Sort

Decide how you want to sort the results:

  • Ascending (default)
  • Descending 
Number of rows Set the number of rows (duplicate groups) you want to display per page.
Hide header

Decide to show or hide the header.

If you show the header, the user is able to navigate back to the overview page and access other results. 
Filter editable

Decide if you want users to be able to change the filters in this component.

If you choose to restrict access to the filter in the modal, the user is only able to process the results.  
Disable Delete Record option Decide if you want users to be able to delete records via the OJR view or not. When ticked, the Delete  button will not be displayed when users view results in the OJR view.
Set Component Visibility Show the Overall Job Results component only under certain circumstances. Filter on Record Field, Device, and more. Only if the filter is met will the OJR component be shown to the user.
  1. Save any changes you made, and make sure the page is activated.