How to embed an Overall Job Result list with filters

Last published at: September 2nd, 2024
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Duplicate Check lets you embed a customized Overall Job Results list in any page. For example, create a page that you assign to a number of users containing only those duplicate results that are relevant for them.

To embed a customized Overall Job Results ‍list to display duplicate job results: 

  1. Create a new Lightning page via the Lightning App Builder,  or edit an existing page via the Salesforce Setup menu > Edit Page. 
  2. At the Component list, scroll down to the Custom section. 
  3. Drag & drop the DC Overall Results component anywhere on the page. 

  1. Click on the Overall Job Result component to open the configuration options in the section at the right side. All listed options are optional; with no additional configuration the entire Overall Job Results page is shown as-is.
Setting Option
Source Object

Define a source Object to only show duplicate results from a specific object. 

For example, define the Lead object to directly show duplicate Leads in the embedded component. 
Match Object

Define a match Object to show duplicate results from a cross object results list. If you just want to show results from one object, you can leave this blank. 

For example, define "Lead" at source Object, and "Contact" at match Object to show Lead to Contact duplicate results. 
Include Results from... 

Decide what results you want to see based on the channel the duplicate record came in. 
Source Pre-defined filter

By applying a Predefined filter you can filter the results based on any field value. 

Enter the API name (developer name) of the pre-defined filter you want to use. When working with the results of a single object, only use the Source predefined filter. 
Match Pre-defined filter

By applying a Predefined filter you can filter the results based on any field value. 

Enter the API name (developer name) of the predefined filter you want to use. When working with the results of two different objects (cross object, such as "Lead to Contact"), use the Match predefined filter for the Match Object. 
Source Record Owner Filter on Record Owner for the Source Object. 
Match Record Owner Filter on Record Owner for the Match Object. 
Source Record Type

Filter on a certain Record Type for the Source Object. 

Enter the Record Type ID. 
Match Record Type

Filter on a certain Record Type for the Source Object. 

Enter the Record Type ID. 
Source Object Filter

Apply an Object Filter to the result list, to only show certain results. 

The object filter can only be applied in a single object result list. 
Sort By

Decide by which data you want to sort the results. 

  • Group number (default)
  • High Score
  • Low Score
  • Record Count
Sort

Decide how you want to sort the results. 

  • Ascending (default)
  • Descending 
Number of rows Decide the number of rows (duplicate groups) you want to display per page.
Hide header

Decide to show or hide the header.

If you show the header, the user is able to navigate back to the overview page and access other results. 
Filter editable

Decide if you want users to be able to change the filters in this component.

If you choose to restrict access to the filter in the modal, the user is only able to process the results.  
Set Component Visibility Show the Overall Job Results component only under certain circumstances. Filter on Record Field, Device, and more. Only if the filter is met will the OJR component be shown to the user.
  1. Save any changes you made, and make sure the page is activated.