Salesforce Dupe Eliminator: My Missing Manual


Dupe Eliminator is provided by Salesforce Labs without official support. It may find and merge duplicate standard and custom objects.

Although it’s easy to install, I need to manually modify Visualforce page security and object permission in profile for user accounts with a custom profile.

Modify Page Security

[Setup]→[App Setup]→[Installed Packages]→[Dupe Eliminator]→[View Components] to see what has been installed with Dupe Eliminator. There are two Visualforce pages: MergeRecord and SearchMerge.

[Setup]→[App Setup]→[Develop]→[Visualforce Pages] find above two pages. Click on [Security] next to the page. Add custom profiles from Available Profiles to Enabled Profiles.

Profile Object Settings

[Setup]→[Administration Setup]→[Manage Users]→[Profiles] and click on one custom profile. [Object Settings]→[Dupe Eliminator]→[Edit] to change Tab Settings to [Default On]

Now, user may see [Dupe Eliminator] tab in [All Tabs].

Custom Merge Duplicates Button

It’s well written in P.12 of Dupe Eliminator (v1.5) – User Guide. The key is to use URL trick.

As a List Button:

/apex/dupe_eliminator__SearchMerge?find=true&object=customRelatedObject__c&field1=customParentObject__r.Id&op1=equals&value1={!customObject__c.Name}&limit=25

As a Detail Page Button:

/apex/dupe_eliminator__SearchMerge?find=true&object=customObject__c&field1=customObject__c.fieldName&op1=equals&value1={!customObject__c.fieldName}&limit=25

Detail Page Button example:

/apex/dupe_eliminator__SearchMerge?find=true&object=objAccount__c&field1=Name&op1=equals&value1={!objAccount__c.Name}&limit=25

Reference

  1. Salesforce: Dupe Eliminator
  2. Salesforce: Dupe Eliminator (v1.5) – User Guide
  3. Salesforce Labs
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