Sharing Duplicate Check Job Results

Last published at: 2024-02-26 08:02:42 UTC
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Share Duplicate Check Job results with other Salesforce users within your Org via mail, tasks, or by sharing a direct link. Share an entire duplicate results list, or share a subset by applying a filter to the job results. You can also share a single result group.
By doing this, you can share a particular results list without granting the user access to all other duplicate check jobs.

The DC Job results page (tab DC Job Detail) with the Share button marked

Share results after running a Duplicate Check Job‍. After your Duplicate Check job is finished, access the results by clicking View Results on the DC Job Overview page‍.

Requirements

To view the duplicate results and merge pages, a user profile needs access to the dupcheck.dc3BatchDetail and dupcheck.dc3Merge Visualforce pages.

Share DC Job results

To share Duplicate Check job results:

  1. Go to DC Job and find the job you want to share the results of.
  2.  At the job, click View Results the View Results button to open the job results.
  3. At top right, apply a Filter the Filter button if you only want to share certain result groups, e.g. only groups with a certain group number, groups that contain records with a certain record owner, etc. You can apply multiple filters.
     The user that opens the shared results list will not be able to remove the filter.
  4. Click Share the Share button.
  5. At Share Method, select the way you want to share the job results: by direct link, email, or task.
    • Direct Link presents you with a URL.
      Click Copy to Clipboard the Copy to Clipboard button to copy the link and share it with others.

      the Share Job modal with Direct Link selected as Share Method. A link to the job results is shown, and beneath it the Copy to Clipboard button.
    • Select Email  to send a link to the job results via email.
      1. At Recipients, select one or more Salesforce users, groups, or queues to send the email to.
      2. Enter a Subject.
      3. Edit the text if needed.
        Do make sure to leave the {!Link} variable in place! Upon sending it will be replaced with the actual link to the job results.
      4. Click Send Email.
    • Select Task to create a Task for reviewing or processing the job results, including a link to the results.
      1. Assign the task to one or more users, groups, or queues.
      2. Select a Status and a Priority.
      3. If needed, enter a Subject and a Due Date.
      4. Edit the Description if needed.
        Do make sure to leave the {!Link} variable in place! Upon creating the task it will be replaced with the actual link to the job results.
      5. Click Create Task.

You have now shared the DC Job results with the selected users. If you applied a filter before sharing the recipients cannot remove the filter. And if they do not have access to the Duplicate Check Job Overview page, they cannot other duplicate results either. 

Share One Duplicate Group

To share only one result group, open the Advanced Actions menu of the duplicate group and click Share Group  .

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Required permissions

To view the duplicate results and merge pages, a user profile needs access to the "dupcheck.dc3BatchDetail" and "dupcheck.dc3Merge" Visualforce pages.

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Restrict access to all other jobs

If you don't want your user to access all duplicate jobs on the Jobs Overview page, make sure the user profile does not have access to the "dupcheck.dc3Batch" Visualforce page.

How to set Visualforce page security from Profiles

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You now know how to share duplicate results list with a user. Did you know you can share a specific merge page as well?