1. Create 'Match object' field
Create a 'Match Object' reference field on the Duplicate Check Duplicates object.
- Go to the Salesforce Setup > Object Manager > Duplicate Check Duplicate.
- At Fields & Relationships, click New to add a new field.
- At Data Type, select Lookup Relationship.
- Click Next.
- At Related To, choose the custom object you want to configure this for.
- Click Next.
- 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 . - At Field Name, the value should be generated automatically. If not, make sure it has the same value as Field Label.
- Click Next.
- At Field-Level Security for Profile, make sure the profile that is going to use this feature has access to the field.
- Click Next.
- 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.
- At the Page Layout configuration for your custom object, make sure the field is not added to the page layout.
- Click Save.
2 Create 'Source object' field
Repeat to create a 'Source Object' reference field on the Duplicate Check Duplicates object.
- Go to the Salesforce Setup > Object Manager > Duplicate Check Duplicate.
- At Fields & Relationships, click New to add a new field.
- At Data Type, select Lookup Relationship.
- Click Next.
- At Related To, select the custom object you want to configure this for.
- Click Next.
- 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 . - At Field Name, the value should be generated automatically. If not, make sure it has the same value as Field Label.
- Click Next.
- At Field-Level Security for Profile, make sure the profile that is going to use this feature has access to the field.
- Click Next.
- 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.
- At the Page Layout configuration for your custom object, make sure the field is not added to the page layout.
- Click Save.