DC Job Export for Custom Objects

Last published at: 2022-08-09 12:39:03 UTC
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To be able to export‍ results of a DC Job that ran on a custom object, you need configure two extra fields on the 'Duplicate Check Duplicates' object.

If you are using Predefined Filters‍ for your custom object, these extra fields are probably already present.

1. Create 'Match object' field 

Create a 'Match Object' reference field on the Duplicate Check Duplicates object.

  1. Go to the Salesforce Setup > Object Manager > Duplicate Check Duplicate
  2. At Fields & Relationships, click New to add a new field.
  3. At Data Type, select Lookup Relationship
  4. Click Next
  5. At Related To, choose the custom object you want to configure this for.
  6. Click Next.
  7. At Field Label, enter the following value: MatchObject, where you replace the 'Object' part with the name of your custom object.
    For example, if your object is called 'Bear', the value should be MatchBear
  8. At Field Name, the value should be generated automatically. If not, make sure it has the same value as Field Label. 
  9. Click Next.
  10.  At Field-Level Security for Profile, make sure the profile that is going to use this feature has access to the field. 
  11. Click Next
  12. At the Page Layout configuration, click Next. I doesn't matter whether the field is added to the Duplicate Check Duplicate page layout or not. 
  13. At the Page Layout configuration for your custom object, make sure the field is not added to the page layout. 
  14. Click Save.

2 Create 'Source object' field

Repeat to create a 'Source Object' reference field on the Duplicate Check Duplicates object.

  1. Go to the Salesforce Setup > Object Manager > Duplicate Check Duplicate
  2. At Fields & Relationships, click New to add a new field.
  3. At Data Type, select Lookup Relationship
  4. Click Next
  5. At Related To, select the custom object you want to configure this for.
  6. Click Next.
  7. At Field Label, enter the following value: SourceObject, where you replace the 'Object' part with the name of your custom object.
    For example, if your object is called 'Bear', the value should be SourceBear
  8. At Field Name, the value should be generated automatically. If not, make sure it has the same value as Field Label. 
  9. Click Next.
  10.  At Field-Level Security for Profile, make sure the profile that is going to use this feature has access to the field. 
  11. Click Next
  12. At the Page Layout configuration, click Next. I doesn't matter whether the field is added to the Duplicate Check Duplicate page layout or not. 
  13. At the Page Layout configuration for your custom object, make sure the field is not added to the page layout. 
  14. Click Save
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That's it! You can now export DC Job results for jobs run on custom objects. To export the results of an existing job, make sure to re-run the job first. You only have to do this once.