DC Entry

Last published at: 2022-02-08 14:42:49 UTC
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DC Entry is a replacement entry page that you can use instead of the native Salesforce entry page. It shows duplicates while creating or editing the record. You will immediately see if there are any duplicates of the record you are creating.

The DC Entry page

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Learn how to enable DC Entry by overriding the native Salesforce entry page with DC Entry in Salesforce Lightning here.

How it works

The DC Entry page will show up after pressing the button to create a new record or edit an existing record. DC Entry will check for duplicates in real-time, so potential duplicates will start appearing while you are filling out the fields.

For each duplicate record found, it will show the Score, the Result Fields as configured in the scenario for that particular Object, and a button to view the potential duplicate record in a new tab.

Entry prevention

Optionally, you can prevent users from saving a record when duplicates have been found.
There are three options for implementing prevention on the DC Entry page:

1

Block a duplicate entry

Navigate to DC Setup - Settings.
At 'Duplicate Prevention in Native Entry Page Lightning', make sure the toggle switch is set to 'Enabled'.
2

Block a duplicate entry with an option to override

Navigate to DC Setup - Settings.
At 'Duplicate Prevention in Native Entry Page Lightning', make sure the toggle switch is set to 'Enabled'.

Navigate to (Salesforce's) Setup - Object Manager - *Object* - Page layouts.
Click on '*Object* Layout'.
Drag and drop the 'Disable Duplicate Check' field in the Page Layout.

Users can now check this checkbox to override the blocking.
3

Only show a warning notification when potential duplicates are found, don't block

At 'Duplicate Prevention in Native Entry Page Lightning', make sure the toggle switch is set to 'Disabled'.
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You can also access the DC Entry Lightning Component via a URL. This allows you to create a link that opens an entry page for a particular object and record type and pre-populate values. In addition, a success or failure URL can be set. Learn more.