Overview
DupeBlocker can be downloaded directly from the Salesforce AppExchange listing. These instructions are for brand new installations of DupeBlocker. If you are upgrading to a newer release please following upgrade instructions:
Upgrading to DupeBlocker 3 (2.X to 3.X)
Upgrading to a Newer Version (3.X to 3.X)
After selecting the button on the Salesforce AppExchange page, a prompt will be displayed asking whether the application should be installed in a production or sandbox environment. Follow the Salesforce prompts to select the appropriate environment, confirm the install location, then re-enter the Salesforce login credentials in the Salesforce login screen for that environment to begin the install.
If installing in Professional Edition additional installation steps will be required. A link to these additional steps can be found at the end of this document, as the installation steps described below need to be done first.
After the install is complete, users should follow the instructions in the Initial Configuration documents to customize the application to their specific needs. Customization steps will vary based on whether the application is being used in Salesforce Classic or Lightning Experience.
Installing DupeBlocker
The Confirm Installation Details popup will note the details of the version being installed.
Note: The View Components and API Access buttons can be selected to show details regarding the Package Components that will be installed as well as the API access granted to this application for Salesforce Objects.
In between the header and footer is where to specify the level of access by profile for the application.
- 1. Install for Specific Profiles: Will default to Install for Admins Only. Change to Install for Specific profiles to ensure all users have the appropriate access to utilize the end-user features of DupeBlocker.
- 2. Set Access Level for all profiles to: Select Non-admin Users and click Set
- All standard Salesforce profiles will not have access to the DupeBlocker custom objects and CANNOT be updated to gain access. In order for users to have access to the DupeBlocker objects they will need to be assigned a custom profile. Existing custom profiles will be assigned "Read" only access to the following DupeBlocker Objects:
- Warnings
- Potential Duplicates
- Scenarios
- Filters
- Rules
- Optionally, update the access level for specific non-administrator profiles (click the arrow to the right on a specific profile) to DupeBlocker Administrator for profiles that should have full access to the DupeBlocker application including the ability to create/modify scenarios, monitor all warnings etc.
- Note: DupeBlocker Administrator access is the same as Full Access, so profiles with either of these levels will have the same level of access to DupeBlocker as a System Administrator.
- All standard Salesforce profiles will not have access to the DupeBlocker custom objects and CANNOT be updated to gain access. In order for users to have access to the DupeBlocker objects they will need to be assigned a custom profile. Existing custom profiles will be assigned "Read" only access to the following DupeBlocker Objects:
- 3. Click Install
Note: NOT following the instructions for non-admin users will result in users having NO ACCESS to DupeBlocker at all, including leaving all fields on the DupeBlocker Custom Objects marked as NOT VISIBLE for all profiles. Later when DupeBlocker is rolled out to all users lots of customization will need to be done at both the profile and object level to grant the needed permission.
More information on how to update field visibility can be found in the Validity Community Solution: Fields on DupeBlocker Custom Objects NOT visible to all Profiles.
Approve Third-Party Access
After clicking Install, the following box will appear authorizing the addition of api.validity.com to "Remote Site Settings" in Salesforce. This is required to authenticate your DupeBlocker License.
Click Yes and Continue
Note: No record data is sent to our server. The information we receive is minimal and used solely to validate the license agreement, including the Salesforce organization ID, organization name, number of Salesforce users and DupeBlocker installed version.
Completing the Install
After Approving Third-Party Access the following screen will be shown indicating the status of the install:
Note: Typically a message is generated from Salesforce that the package is being installed, and that an email will be sent when complete.
To "test" DupeBlocker in production without affecting all users, the best option is to add a "Current User" filter to any deployed scenarios specifying that the scenario will only trigger for users with a specific profile, role, or user id. This could be based on the System Administrator profile or the user id for the specific user doing the testing. Once testing is complete the filter can be deleted so that the scenario will now fire for ALL users.
More information on DupeBlocker Filters can be found HERE .
Professional Edition
Additional Installation Steps for Professional Edition (required ONLY if custom profile support has not been purchased from salesforce.com).
More information on DupeBlocker and Professional Edition can be found HERE .
