Getting Started
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DupeBlocker Quick Reference Guide
Once installed and configured, DupeBlocker will stop and/or warn end users when they are entering duplicates. Duplicates can also be auto-merged or auto-converted if desired. DupeBlocker is designed to work for any SINGLE insert/update to Salesfo...
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What is DupeBlocker?
DupeBlocker is a real time deduplication tool developed 100% on the Force.com platform using the APEX development environment. This product can be downloaded from the Force.com AppExchange and installed directly into a Salesforce Unlimited, Enter...
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DupeBlocker Overview
Learn how DupeBlocker prevents duplicate records from entering Salesforce ensuring sales forecasts, marketing efforts and ERP systems are always working with accurate information and producing reliable results.
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DupeBlocker System Requirements
Salesforce Editions Supported Unlimited Edition Enterprise Edition Developer Edition Professional Edition when purchased with the API add-on (additional installation steps required ONLY if custom profile support has not been purchased from salesf...
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DupeBlocker Install
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...
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DupeBlocker Initial Configuration - Lightning
Overview DupeBlocker is fully customizeable to meet the needs of almost any organization. Although it can be implemented with a few easy steps, it is recommended that users review their specific business needs prior to implementation and customiz...
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DupeBlocker Initial Configuration - Classic
Overview DupeBlocker is fully customizeable to meet the needs of almost any organization. Although it can be implemented with a few easy steps, it is recommended that users review their specific business needs prior to implementation and customiz...
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DupeBlocker - Upgrading to a Newer Version (3.X to 3.X)
Overview DupeBlocker 3.X can be upgraded to newer 3.X version without having to uninstall the previous version. Upgrading vs. uninstall/reinstall will keep customizations intact including updates to page layouts, DupeBlocker Settings, Scenario upd...
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DupeBlocker - Upgrading to DupeBlocker 3 (2.X to 3.X)
Overview DupeBlocker 2.X can be upgraded to DupeBlocker 3.X without having to uninstall the previous version. Upgrading vs. uninstall/reinstall will keep customizations intact including updates to page layouts, DupeBlocker Settings, Scenario upda...
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DupeBlocker for Professional Edition
DupeBlocker is available for Professional Edition, but ONLY when the API add-on has also been purchased. Special updates to the Page Layouts for some of the DupeBlocker custom objects after installation will be required.Note: These steps are ONL...
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DupeBlocker Settings
Options are available for customizing the application as a whole and/or customizing various mapping types to maximize finding duplicates. DupeBlocker comes with default settings and can be implemented without customization, however this tab must ...
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DupeBlocker - Customization Considerations
Classic DupeBlocker Classic can be implemented in 3 easy steps:1. Go to the DupeBlocker Settings tab to load the default scenarios and review the default settings, making changes as necessary. The DupeBlocker Settings allow for customizing var...