How to enable setting a parent record from a related list in DC Entry

Last published at: 2021-12-21 12:51:21 UTC
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When using DC Entry, you can automatically set a parent when creating a new record from a record page layout. For example, automatically set the Account when creating a Contact from a related list. By default, this option is turned off.

Enable setting a parent record from a related list

  1. Navtigate to DC Setup - Settings.
  2.  At the "Duplicate Preventin" section, switch the toggle at "Prefill parent record if DC Entry is opened from a record page".
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Please note that due to a Lightning limitation, the parent is always set when creating a new record from a record page layout- not only when creating the record from a related list.