DC Entry

Last published at: November 19th, 2024
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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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Find out 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 clicking 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 settings for that particular Object, and a button to view the potential duplicate record in a new tab. 

Based on the duplicates found you can then decide to update an existing record, or create or update the current record after all.

For now, DC Entry is not available for the Task object.

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You can also access the DC Entry form via a URL. You can create a link that opens a DC 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.

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

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

Now, when a duplicate was found when creating or editing a record, the record cannot be saved.
2

Block a duplicate entry with an option to override

From DC version 3.362 onward:

  1. Go to DC Setup > Settings.
  2. At 'Duplicate Prevention in Native Entry Page Lightning', make sure the toggle switch is set to Enabled.
  3. Go to Salesforce Setup > Permission Sets or Profiles.
  4. Open the applicable permission set or profile.
  5. Go to its Object Settings.
  6. In the Field Permissions section, find the Disable Duplicate Check field. 
  7. Make sure the permission set or profile has at least Read access to the Disable Duplicate Check field.

Now, when a duplicate was found when creating or editing a record, the record cannot be saved, except when the user has a permission set or profile that has access to the Disable Duplicate Check field: then they can save the record even if a duplicate record is present. A warning is shown informing them that duplicates were found, but they can click Ignore & Save to save the record anyway.
3

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

  1. Go to DC Setup > Settings.
  2. At 'Duplicate Prevention in Native Entry Page Lightning', make sure the toggle switch is set to Disabled.

Now, when a duplicate was found when creating or editing a record, a warning is shown, but the record can still be saved.
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Blocking duplicates with override in earlier versions

Up to and including DC version 3.361, the Disable Duplicate Check checkbox needed to be added to the page layout of the object in order to override the blocking of a duplicate entry. Only if ticked could a record with duplicates still be saved.

From DC 3.362 onward, the Disable Duplicate Check checkbox can still be added to the page layout, but it will not work anymore. Even when unticked, a record with duplicates can still be saved if a user has at least Read access to the field.

To remove the override option for a user, make sure they do not have Read access to the Disable Duplicate Check checkbox.