Release Notes

Last published at: 2022-06-03 14:46:18 UTC

Duplicate Check - For general information about our release management, please see this page. To receive the release notes email notification, please sign up here.

Release 3.326, May 30, 2022

Release	3.326
Release date	May 23, 2022 (Sandbox) / May 30, 2022 (Production)
New	DC Job - Click the ‘Share’ button to share a duplicate group or pair with other users, via an email or task, or by copying a link. Release Cycle - Because we deem quality to be more important than quantity, the DC release cycle will be changed from once every month to about once every two months. See the release information page for the new expected release dates.
Improved	DC Job - To improve performance, exporting your DC Job results to a .csv file is now done via DC Local. If you are not yet using DC Local, see https://www.plauti.com/support/dc-local for more information. DC Job - The Job Results page for jobs within an object has been redesigned as a Lightning web component, for better performance and ease of use. DC Merge - Set-for-merge behavior has been improved for users that have limited edit rights. DC & RV - Using DC Direct Processing in combination with RV Direct Validate has been improved.
Classes etc.	Classed added: dc3MergeJobFinishAction, plautiShareModalController, plautiFilterController, plautiAssert, plautiFilterParser, plautiLogger, plautiObjectUtils, plautiSobjectLookupController, plautiOrgSettings If you are not using the DC permission set: set tab access to ‘Default On’ for the new Job Detail tab, to ensure access to this tab. To do this, go to the Salesforce Setup > Users > Profiles > open the applicable profile > Object Settings > scroll down to 'DC Job Detail' > edit and set Tab Settings to ‘Default On’. Field added: the field ‘Key’ was added to the dcDelta object.
Fixed	DC Job - Fixed a problem with auto-merge getting stuck in a loop. DC Live - Buttons with long names did not show the entire name. DC Merge - Fields with a very long name could interfere with the layout of the merge page. DC Merge - When using Set for Merge with Keep all values, not all values were kept upon merging. DC Merge - Merging Person Accounts that have the same related account did not work.

Release 3.324, May 2, 2022

Release	3.324
Release date	April 25, 2022 (Sandbox) / May 2, 2022 (Production)
New	DC Job Overall Results - Show your users the duplicate records that they own. Set the embedded Overall Job Results component to filter on "Logged-in user” as the Source record owner and Match record owner.
Fixed	DC Entry - After creating a record with DC Entry in a SF console, you were shown a recently viewed record instead of the newly created record. DC Search - When using the "Enable scenario specific Search" feature in DC Search, the Record Type field is now available again for searching. Note that searching on Record Type in a scenario specific search only works properly when it is set up in DC Setup > Object Setup > Record Types. DC Convert - When both Duplicate Check and Record Validation are in use, DC Convert did not work when Postal Code was not mapped in RV Setup > Lead > Address. DC Search Index - Creating the search index has been improved for values containing apostrophes.

Release 3.323.2, April 4, 2022

Release	3.323.2
Release date	March 28, 2022 (Sandbox) / April 4, 2022 (Production)
New	DC Merge - The Result Fields order as set in DC Setup is now used in the Merge Preview as well.
Classes	Classes added: AssertTest, dc3AuraShareControllerTest, dc3ConfigDataTest, dc3ConfigExternalTest, dc3HelperLwcWireMethodsTest, dc3HelperPicklistTest, dc3HelperSharingTest, dc3JanitorTest, Dc3MergeFieldGroupTest, Dc3MergeRuleValidatorTest, dc3PluginModelTest, LoggerTest Class removed: dupcheck__dc3ControllerMergeModal
Fixed	DC Merge Rules - The Customer Portal Account field ('IsCustomerPortal') on Account records can be selected again in the Master Record Rule. DC - Sometimes an email notification with the message ‘Missing Argument: emptyRecycleBin’ was sent, which should not have been sent. DC Search - Having one or a few scenarios enabled, and then entering a value in a search field, resulted in all scenarios being enabled. DC Convert - When a non-admin user converted a Lead, with the owner for new records set to a different user, and the sharing rules set to Private, the conversion failed.

Release 3.322.2, March 7, 2022

Release	3.322.2
Release date	February 28, 2022 (Sandbox) / March 7, 2022 (Production)
Fixed	DC Merge - Trying to merge records from a Custom Object without an owner resulted in an error. DC Merge Rules - You can create a master record rule based on the Record Type ID again. DC Convert - When converting a Lead to a new Person Account, all record types are available again. DC Setup - Entering an invalid value and then leaving the page rendered the DC Setup page inaccessible. DC Job - When creating a cross-object DC Job, you can now filter on Record Type ID for both objects again.

Release 3.321, February 7, 2022

Release	3.321
Release date	January 31, 2022 (Sandbox) / February 7, 2022 (Production)
New	NPSP Merge - When Households are merged as a result of a Contact merge, the merge rules are now taken into account. Read more in this blog. DC Merge Rules - Read-only fields can now have a Keep All Values rule in the advanced merge rules. DC Direct Processing - Make sure new records are validated first, and deduplicated second, when both Duplicate Check and Record Validation are in use. A new setting in RV Settings, called ‘Ensure correct order of execution when using both Direct Validate and DC Direct Processing’, ensures that records inserted via Apex Insert/Update, API Bulk Insert, DC Apex API, or Web to Lead, are processed by Direct Validate (RV) first, and only then by Direct Processing (DC). This way a record is always validated and standardised, which helps in finding a duplicate record in Direct Processing. DC Settings - A number of Settings fields will now warn you when you enter a value that is too large or too small.
Fixed	DC Merge - Merging two contacts that are indirectly related to the same account, or merging two accounts that are indirectly related to the same contact, is working again. DC Merge - When you manually selected a record as master, the record type after merge was that of the record previously set as master by the merge rules. DC Merge Rules - When setting a master record merge rule for Person Account, on a custom picklist field on the Contact Object using Valued Based, you could not select a Field Value. DC Search - Searching after clearing a search field could yield results for the value that was entered before. DC Analytics - The graphs now also show properly for longer time periods.

Release 3.319.1, January 10, 2022

Release	3.319.1
Release date	January 3, 2022 (Sandbox) / January 10, 2022 (Production)
New	DC Merge - After a merge, the IDs of the loser records are stored in the Audit Log Object, in the ‘Related IDs’ field.
Fixed	DC Entry - When using the Prefill Parent Record option: the parent was not prefilled when a record was created via the ‘Save and New’ button on a preceding record. DC Advanced Merge Rules - In the Advanced Merge Rules, the field rule for Record Type ID has been removed. The Record Type is always linked to the master record and therefore cannot be set as a field rule. DC Job - When you delete a DC Job, the metadata of any auto-merge jobs done on that job will now be deleted as well. DC Job - With an object filter present on Person Account, you could not view the results of a DC Job and instead were shown an error.

Release 3.318, December 13, 2021

Release	3.318
Release date	December 6, 2021 (Sandbox) / December 13, 2021 (Production)
New	DC - Predefined filters can now contain more fields.
Fixed	DC Search Index - Several indexing problems have been solved. DC Search Index - For indexing purposes, a new field was introduced that needs to be added to permission sets. Please add field 'Unique Name' of the Duplicate Check Job object to the relevant permission sets in your org. DC for NPSP - When using NPSP, and CRUD override was enabled, users without Delete permission could not merge records. DC Live - When the source field of DC Live on a custom object was changed to a parent id, converting did not work. DC Convert - In orgs where a contact can be related to multiple accounts, converting a lead to an existing contact and a new account did not work. DC Local - Date fields on Person Accounts were formatted differently when creating a new search index via DC Local. DC Entry - When working in Console Navigation, the 'Save and New' button saved the current record, but did not create a new one.

Release 3.315, November 15, 2021

Release	3.315
Release date	November 8, 2021 (Sandbox) / November 15 (Production)
New	DC Advanced Merge Rules - Merge rules for Portal Users now also work for Person Accounts. DC Search Index - Incremental Index Creation: to create your search index more efficiently, update it incrementally. With the new Create Incremental Index and Create Incremental Index (DC Local) options, the index is updated for those records that have been changed since the start of the previous index creation job. If the last job was a delete job, you will need to run a full index recreation first before incremental index creation is available again.
Fixed	DC Merge - When changing the master record, it looked like the read-only fields of the old master record were kept upon merging. The right read-only fields were merged, but are now shown correctly as well. DC Advanced Merge Rules - The option to revert to the old merge rules has been removed.

Release 3.313.1, October 18, 2021.

Release	3.313.1 (Currently in Sandbox & Production)
Release date	October 18, 2021
New	DC Search - The DC Search tab has been renewed and updated to Lightning. Advanced Merge Rules - The New Merge Rules are now out of beta and activated automatically for all installations. DC Local - Shows actual job status in DC Job tab. DC Local - Performance improvement in DC Local Auto Merge process. DC Local Server - DC job Overview now shows which DC Local Server processed the Job. DC Local Server - Ability to run multiple DC Local Server for a single Salesforce instance.
Fix	DC Local - Fixed an indexing issue with Date Fields.

Release 3.311, September 20, 2021.

Release	3.311
Release date	September 20, 2021
New	Auto Merge is now automatically restarted if the selected records were not all processed Merge Rules - Rule based on the most complete group now has a fallback rule
Fix	Fix to respect encrypted fields in the merge preview and result fields. Optimized the predefined filter query when used in DC Jobs. Fixed a UI issue related to the merge preview box in the merge modal. Fixed a number of UI issues related to the Advanced Merge Rules. Fixed an issue related to deciding the master record based on a Portal Enabled User. Fixed an issue related to required fields in DC Entry. Duplicate groups that are deleted from a DC Job or no longer visible in OJR.

Release 3.310, August 23, 2021.

Release	3.310
Release date	August 23, 2021
Fix	Optimized the Advanced Merge rules (beta) for ORGs with many fields. /li> Optimized the Export configuration to handle larger configuration sets. Fixed a bug related to converting a Lead to a Contact and/or Account with Record Types.

Release 3.309, July 26, 2021.

Release	3.309
Release date	July 26, 2021
New	DC Local Server - now supports scheduled jobs DC Convert - A new setting at DC Setup - Settings to disable changing the opportunity name in a manual conversion.
Fix	Fixed a number of issues in Advanced Merge Rules (beta) Fixed an issue in the "Store duplicate in DC Job" flow action Optimized querying the Index Location field at Object Settings DC Convert - Fixed issue with loading the modal coming from a Quick Action DC Entry - Fixed an issue related to the cancel button in the Sales console DC Job - Fixed an issue related to sorting jobs on metadata. Quick Merge - If a group is not merged due to an error, it is returned to the job.

Release 3.308, June 29, 2021.

Release	3.308
Release date	June 29, 2021
New	A complete redesign of the Merge Rules is now available in beta. In the redesign, we offer various new rules that contribute to a much more advanced merging process with richer possibilities without writing any code. In addition, create Field Groups, and decide if end-users are able to change the master record in a merge page. Read more.

Release 3.305, May 31, 2021.

Release	3.305
Release date	May 31, 2021
Fix	DC Entry - Fixed an issue related to the "Save and New" button when a duplicate is found. Share Merge - After merging via a shared link, the user is taken to the master record. DC Job Filter - A filter on a multi-select pick lists now supports the "includes" expressions. DC Setup - Fixed an issue related to loading the wrong configuration due to duplicate object prefixes. DC Local Merge - If a merge fails, job continues and merge error is stored in the duplicate job.

Release 3.303, May 4, 2021.

Release	3.303
Release date	May 4, 2021
New	DC Local - Use DC Local to run larger merge jobs more stable while decreasing runtime. Read more. DC Local - The new "device login flow" allows you to authenticate DC Local with your device without running into known SSO issues.
Fix	Fixed an issue related to importing/exporting large configuration files. Improved loading a large number of scenarios in the DC Setup.

Release 3.302, April 6, 2021.

Release	3.302
Release date	April 6, 2021 (postponed to April 12, 2021)
New	Added the Duplicate Check Job ID number to the job overview. Case Merge - Improved error notification when case merge fails Direct Processing - If a merge or convert fails in Direct Processing, error is now stored in DC Job.
Fix	Fixed an issue related to the Set Field plugin in auto merge. Fixed an issue related to loading DC Convert modal. Fixed an issue in pre-defined filters related to setting a date filter.

Release 3.299.4, March 8, 2021.

Release	3.299.4
Release date	March 8, 2021
New	Merge Modal - Improved performance in loading the merge modal. Merge Modal - Added ability to open the merge modal via URL for specific record IDs. Read more.
Fix	DC Entry - Fixed an issue related to changing a record type. DC Entry - Fixed an issue related to read-only fields.

Release 3.297, February 8, 2021.

Release	3.297
Release date	February 8, 2021
New	Set for Merge - In the object settings, you can now choose to disable the "Set for Merge" feature for users that don't have delete rights on the object.
Fix	DC Entry - A number of bug fixes for DC Entry when running in Salesforce Communities. DC Entry - Fixed an issue related to only having access to the master record type. DC Setup - You can now use arrow keys to adjust the sliders in the scenarios.

Release 3.296, January 11, 2021.

Release	3.296
Release date	January 11, 2021
New	DC Analytics - Statistics about DC Local are now taken into account at the DC Analytics page. DC Convert - New ability to decide what user is pre-selected to be the owner of new records in a manual convert, at DC Setup - Settings.
Fix	Data API - Formula fields can now be taken into account when using the Data API. Search Index - Fixed an issue related to deleting the index manually. DC Entry - Fixed an issue related to how the page renders in Salesforce Communities. DC Job Export - Fixed an issue related to exporting duplicate results in latest browser versions.

Release 3.293, December 14, 2020.

Release	3.293
Release date	December 14, 2020
New	DC Analytics - Get extensive, detailed insight in duplicates found, records merged and records converted over a period of time. Make the comparison with other months to see how the battle against duplicates evolves. In addition, find out what percentage of incoming records is duplicate. Read more.
Fix	DC Entry - The option to set a parent record from a related list is now configurable. Read more. DC Entry - Fixed a number of issues related to the new LWC Entry page. DC Convert - Default owner for potential new records is now the Lead owner.

Release 3.290, November 16, 2020.

Release	3.290
Release date	November 16, 2020
New	DC Entry Redesign - New, improved and faster entry page (LWC), which is now embeddable via Apex or via the Lightning App Builder. Also, the entry page is addressable via URL. Read more.
Fix	Added the option to limit the number of results that we show in DC Live, DC Entry and Show Duplicates Flow action. Added loading spinners the the batch results page, to indicate that the merge page is loading. DC Convert - If only one record type is available, it is now pre-selected. In addition, if multiple record types are available, the profile assigned record type is pre-selected.

Release 3.288.3, October 19, 2020.

Release	3.288.3
Release date	October 19, 2020
Fix	Removed the Audit Logging Dashboard from the package, a new add-on package can be installed to use the Audit Logging Dashboard. Read more. Fixed a number of bugs related to the new merge page. Fixed an issue related to restricted record types in DC Convert. Fixed an issue related to having more than 50 pre-defined filters. Fixed an issue related to the primary affiliation field in NPSP merge.

Release 3.286.3, September 21, 2020.

Release	3.286.3
Release date	September 21, 2020
New	Merge Page Redesign - New improved merge page (LWC) that includes a merge preview. Read more Audit Logging Dashboard - An extensive new dashboard that shows audit information about all actions performed in Duplicate Check. Read more.
Fix	Fixed an issue related to the Search Index with two different Email matching methods in one scenario. Fixed an issue related to 'records analysed' reset after executing an automated merge. Performance improvement for loading DC Setup. Fixed an issue related to storing the search index using DC Local. Fixed an issue related to applying a pre-defined filter to the Overall Job Results.

Release 3.284.2, August 24, 2020.

Release	3.284.2
Release date	August 24, 2020
New	DC Flow Actions - Show duplicates. A new screen component that is able to show duplicate results gathered in the flow. Read more. Disable Duplicate Check triggers for actions executed by a certain (system) user. Read more. Exact (random order) - a new matching method that scores 100% if all characters are equal, but potentially in a different order. Read more.
Fix	Completely Disabled DC triggers when a standard object is removed from the DC Setup. Improved the loading spinner in the DC Convert Lightning Component.

Release 3.283, July 27, 2020.

Release	3.283
Release date	July 27, 2020
New	DC Flow Actions - Duplicate Check now includes Flow Actions which can be used in Salesforce Flows. Read more. DC Local - Added a permission check at the beginning of a new job, to verify if all required permissions are available. DC Convert - When hovering over records in a conversion, the user will now see additional result fields.
Fix	DC Job - Changed labels for action buttons when selecting records in a group. DC Job - Added time-stamp for auto processes that are finished. DC Local - Now returns the number of records analyzed to the job metadata in Salesforce. DC Local - Fixed a bug related to "master" record types not being picked up. Direct Processing - Fixed a bug related to merging NPSP records.

Release 3.282.2, June 29, 2020.

Release	3.282.2
Release date	June 29, 2020
New	DC Local - Improved downloading records in LDV environments. DC Local - Implemented “Frequent Words” for DC Local.
Fix	DC Entry - Visualforce - Record insert triggered an Apex Insert Job. DC Job - Fixed an issue related to updating the ‘disable’ checkbox after quick/auto merge. DC - General performance improvements.

Release 3.278.2, June 2, 2020.

Release	3.278.2
Release date	June 2, 2020
New	SFDX Plugin for Duplicate Check. Use our new plugin to easily create licenses for your sandboxes and transfer complete Duplicate Check configurations. Read more.
Fix	DC Convert - Lightning - Longer account names caused UI issue. DC Convert - Lightning - Fixed an issue related to the target of the “Go to Leads” button. DC Convert - Lightning - Improved error handling. Predefined Filters - Fixed a bug related to having more than 9 filter lines. DC Live - Lightning - DC Live can now be added to Partner Community. Merge - Fixed an issue related to merging custom object records that relate to the same file DC Local - Fixed an issue related to having a filter on the matched object only.

Release 3.277.6, May 4, 2020.

Release	3.277.6
Release date	May 4, 2020
New	DC Convert Lightning Component - Convert Leads with our brand new component without creating duplicate records. Read more. DC - Multiple general performance improvements.
Fix	DC Entry - Lightning - Fixed an issue related to resetting the form when working in a console. DC Job - Fixed an UI issue related to having more than 9 scenarios. DC Merge - Fixed an issue related to merging Tasks. DC Merge - Fixed an issue when having state/country pick lists activated.

Release 3.275, April 6, 2020.

Release	3.275
Release date	April 6, 2020
Fix	Merge - Fixed an issue related to merging records with attachment in a custom object. DC Entry - Classic - Fixed an issue related to the “distance in days” matching method. DC Job Filter - Fixed an issue related to having more than 9 filter lines.

Release 3.274.4, March 9, 2020.

Release	3.274.4
Release date	March 9, 2020
New	DC Job - Premium - New ability to apply a predefined filter to a DC Job. Read more. DC Job - Premium - Redesigned filter allows to apply more advanced filters. Read more. DC Job - Jobs can now be restarted with a new button on the job overview. Overall Job Results - It’s now possible to embed the OJR component in any page with filter options, via Lightning App Builder or via code. Read more.
Fix	DC Convert - Fixed an issue related to converting Lead records due to Activity Metric error. DC Entry - Lightning - Fixed an issue related to the salutation field.

Release 3.273.3, February 10, 2020.

Release	3.273.3
Release date	February 10, 2020
Fix	Object Filter - Fixed an issue related to looking up a record type. Custom Object Merge - Fixed an issue related to re-parenting Notes. Import / Export Configuration - Fixed an issue related to exporting Record Type configuration data. DC Entry - Lightning - Fixed an issue related to creating records with DC Entry in Spring ’20. Predefined filters - Fixed an issue related to looking up a record type in a predefined filter.

Release 3.272, January 13, 2020.

Release	3.272
Release date	January 13, 2020
New	DC Job - Auto Merge - It’s now possible to change the chunk size of a batch merge job, allowing to improve performance in larger batch merge jobs.
Fix	DC Setup - Internet Explorer 11 - Compatibility improvements. DC Entry - Classic - UI Improvement in Lookup Modal. DC Entry - Lightning - Fixed an issue related to using a lookup field in prevention. DC Entry - Lightning - Fixed an issue related to FLS and read-only field settings.

Release 3.271, December 16, 2019.

Release	3.271
Release date	December 16, 2019
New	Overall Job Results - It’s now possible to apply a predefined filter to your results list, allowing you to filter on any field value.
Fix	Config Import / Export - Fixed an issue related to duplicate scenario names. DC Entry - Lightning - Account ID is now pre-populated when coming from a related contact list view. DC Entry - Classic/Visualforce - Multiple fixes in lookup modals. Object Settings - Fixed an issue related to updating merge settings. Scenario - Fixed an issue where the “contains value” matching method didn’t store value. DC Job - Internet Explorer 11 - Compatibility improvements.

Release 3.269, November 29, 2019.

Release	3.269
Release date	November 29, 2019
New	DC Local - DC Local results now show scenario scores per pair. DC Local - Now works with Index Grouping
Fix	Disable Triggers - Improved performance when the trigger is disabled. DC Live - Now runs as a background lightning component, speeding up loading times for other components.

Release 3.268, November 20, 2019.

Release	3.268
Release date	November 20, 2019
New	Index - Index Grouping. This allows for grouping fields while searching in the index for possible duplicates. Very useful for LDV ORG's. Read more. DC Apex API - Search with specific scenarios. See API documentation. Read more. Share - Ability to change the default Subject & Body texts for the sharing popup. Read more. DC Merge - Case merging. When you enabled the Case Merge Beta of Salesforce, you can instruct DC Merge to use this beta feature for case merging. Read more.
Fix	DC Entry - Lightning - Improved visual leading of Entry form.

Release 3.267, November 4, 2019.

Release	3.267
Release date	November 4, 2019
New	N/A
Fix	DC Merge - Merge Rules for Phone gave unexpected error after release.

Release 3.266, November 1, 2019.

Release	3.266
Release date	November 1, 2019
New	Plugins - New plugins; Direct Processing, Merge Master and Merge Field. New generic plugins allow more flexibility and control in customisations. Read more.
Fix	DC Local - Fixed an issue related to Person Account index creation. Import / Export - Fixed an issue related to exporting in Salesforce Classic. Merge Rules - Fixed inconsistancy regarding fallback rule ClickJack protection - If the convert/merge page can’t be loaded, DC now shows an error message.

Release 3.263, October 25, 2019.

Release	3.263
Release date	October 25, 2019
New	N/A
Fix	DC Entry - Lightning - Required fields are now respected. DC Entry - Lightning - Name component now shows “middle name” and “suffix” if enabled. DC Entry - Lightning - Multiple UI enhancements. DC Entry - Lightning - Fixed an issue related to displaying different date formats. DC Entry - Lightning - Entire page is now translatable. Import / Export - Fixed an issue related to person accounts with record types.

Release 3.262, October 18, 2019.

Release	3.262
Release date	October 18, 2019
New	DC Scheduled Jobs - Meta-data now shows what scenario is applied.
Fix	Fixed an issue related to a pre-defined filter value with special characters. Fixed an issue related to the object filter using special characters Import / Export - Actions are now a-synchronous, allowing to transfer large configuration files.

Release 3.261, October 11, 2019.

Release	3.261
Release date	October 11, 2019
New	Import / Export Configuration - Premium - A new feature that allows you to backup and restore your DC configuration and transfer DC configuration between ORGs. Read more.
Fix	Fixed an issue related to sandbox licenses. Fixed an issue related to Person Accounts in Overall Job Results.

Release 3.260, October 4, 2019.

Release	3.260
Release date	October 4, 2019
New	Merge Rules - A new setting allows you to decide to what records in a group the fallback rule should apply to. Merge - The merge page now shows if a Contact is a Portal User. Search Index - A new setting allows you to exclude fields from being taken into account in the Search Index. Read more. Search Index - Non-latin names of only 1 or 2 characters are now taken into account in the Search Index.
Fix	Merge - De-selecting a record in a group will now automatically de-select all the fields from that record. Overall Job Results - Fixed an issue related to Person Accounts.

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For earlier release notes, please check the release notes section at the DC Setup page (in-app).

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