Step 1. Install the Duplicate Check for Salesforce Package

Last published at: June 25th, 2024
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This How-To is available as a video:

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You have made the right decision to start using Duplicate Check for Salesforce. Follow these simple steps to install the application and get ready to get rid of your duplicate records!

  1. In the Salesforce AppExchange, find the Duplicate Check for Salesforce application.
  2. Click 'Get it Now'.
  3. Choose to install Duplicate Check for Salesforce in your production organization or in a sandbox environment.
  4. Agree to the terms and conditions and click 'Confirm and Install'.
  5. Determine for which users you would like to install Duplicate Check for Salesforce.* 
    Install for Admins only
    		 Only Salesforce Administrators will be able to configure and use Duplicate Check.
    Install for All Users
    		 All Users can configure and use Duplicate Check for Salesforce.
    Install for Specific Profiles
    		 Define the accessibility per user.
    *You can change these settings after installing the application.
  6. Click 'Install'. Installing Duplicate Check for Salesforce may take some time. You will receive an email when the installation is finished.
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Nice! The first step in installing Duplicate Check for Salesforce is behind us. Let's proceed to step 2 for Salesforce Lightning or Salesforce Classic.