DC Live

Last published at: September 3rd, 2024

Duplicate Check Live does a real-time search for duplicates when opening up a record. Instantly see if there are duplicate records for the record you are currently working in.

This feature can be added to any record page layout in your Salesforce organization.  

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You can switch between tabs to see duplicate records from all Objects that have the DC Live feature applied and the Cross Objects feature enabled.

Action Buttons

Navigates to the Manual Merge page‍ where the merge with the selected record can be performed
Navigates to the DC Convert page. The convert button is shown in the Contacts tab, only when the Cross Object feature is enabled.
Navigates to the record overview page.

 You can select and process more than one duplicate record found by DC Live. After selecting those records, a merge button will pop-up, that gives you the opportunity to merge the selected duplicate records. Clicking the button will navigate you to the Manual Merge page.

This also applies to the convert functionality.

Discard Option

You can also discard the selected duplicate records that you consider as false duplicates.
Click on the arrow button located right next to the merge button to see the drop-down discard menu.

False Duplicate - Do not show again
 		 By clicking 'False Duplicate - Do not show again', the duplicate group will be excluded from future DC Live searches and regarded as a 'False Duplicate' (meaning the records are similar but no duplicates of each other).
 
Duplicate - Do not show again
 		 By clicking 'Duplicate - Do not show again', the duplicate group will be excluded from future DC Live searches and regarded as a 'Duplicate' (meaning the records are in fact duplicates of each other, but you want to keep both records present next to each other).
 
Child/Parent - Do not show again    
 		 By clicking 'Child/Parent - Do not show again', the duplicate group will be excluded from future DC Live searches and regarded as a 'Child / Parent' (meaning the records in the group are so-called “child” and “parent” records of each other, hence their similarity).
 

All discarded records can be found, edited or retrieved in the Discarded Items page located on the DC Setup page. Read more about Discarded Items here‍.

DC Live compares records based on the fields defined in the applied scenario.

Delete

Learn how to add and configure DC Live to your page layout in Salesforce Classic in this article.
Learn how to add and configure DC Live to your page layout in Salesforce Lightning in this article.
Learn how to add Duplicate Check Live to Custom Object page layout in Salesforce Classic in this article.