How to integrate Duplicate Check with Record Validation

Duplicate Check for Salesforce is able to integrate with the Entry page of Record Validation. Besides validating your records, see if the new record that you are creating already exists in Salesforce.
Haven't installed Duplicate Check yet? Download now from the AppExchange.

Step 1 Apply a Duplicate Check scenario to Record Validation Insert and Record Validation Update

1.1 In Salesforce, navigate to the DC Setup page.
1.2 At 'Object Setup', click the Object you are using with Record Validation.
1.3 At the scenario's tab, pick a scenario that you want to use to detect duplicate records in Record Validation.

- Learn more about scenarios
1.4 At the 'Apply to' section, apply the scenario to 'Record Validation Insert' and 'Record Validation Update'.
Screenshot

Apply a Duplicate Check scenario to Record Validation Insert and Record Validation Update

Applying the scenario to Record Validation Insert will trigger Duplicate Check's prevention feature when inserting a record. Record Validation Update will trigger the prevention feature when updating a record.
Want to find out more about Duplicate Check and scenarios? Please visit our Duplicate Check knowledge base. 
 

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