Duplicate prevention upon manual entry
Step 1 How to replace the native entry page with DC Entry page
- Navigate to Salesforce Setup menu.
- From 'Platform Tools' click on 'Objects and Fields' then choose 'Object Manager'.
- Find the Object you want to use the DC Entry Lightning Component with.
- Navigate to 'Buttons, Links, and Actions'.
- Find 'New' and click 'Edit'.
- At "Lightning Experience Override", select the 'dupcheck:dc3RecordForm' Lightning Component and click 'Save'.
- Find the 'Edit' button and click 'Edit'.
- At "Lightning Experience Override", select the 'dupcheck:dc3RecordForm' Lightning Component and click 'Save'.
Step 2 Enable Duplicate prevention upon manual entry in Salesforce Lightning
- Navigate to DC Setup in the Duplicate Check application.
- Navigate to the particular object you want to enable prevention upon manual entry for.
- Navigate to the Scenario tab and make sure that you have applied the scenario to 'Manual Insert Prevention'. If you want Duplicate Check to trigger upon editing a record as well, apply the scenario to 'Manual Update Prevention'.
Step 3 Option to hard-block the user for creating duplicate records
- Go to DC Setup - Settings.
- At 'Duplicate Prevention in Native Entry Page Lightning', make sure the toggle switch is set to 'Enabled' if you do want to hard-block the user for creating the record when duplicates are found.
- The user can bypass this hard-block by checking the 'Disable Duplicate Check' checkbox.
- At 'Duplicate Prevention in Native Entry Page Lightning', make sure the toggle switch is set to 'Disabled' if you do not want to hard-block the user for creating the record when duplicates are found.