How to use a predefined filter on a custom object results list
To use a predefined filter on your custom object, you need to take some configuration steps. The steps consist of creating two fields, after which you have to re-run your deduplicate job.
If you are using Deduplicate Export for job results on your custom object, these extra fields are probably already present.
Step 1 Create a "Match object" reference field on the Deduplicate Duplicate object.
Navigate to the Salesforce Setup - Object Manager - Plauti Deduplicate Duplicate.
At "Fields & Relationships", click "New" to add a new field.
At "Data Type", choose "Lookup Relationship". Click Next.
At "Related To", choose the object you want to configure this for.
At "Field Label", enter the following value: "MatchObject", where you replace the "Object" part with the name of your Object. For example, if your object is called "Bear", the value should be "MatchBear".
At "Field Name", the value should be generated automatically. If not, make sure it has the same value as Field Label.
Click Next.
At field-level security, make sure the profile that is going to use this feature has access to the field. Click next.
At the page layout configuration, click next. I doesn't matter if the field is added to the Deduplicate Duplicate page layout or not.
At the page layout configuration for your custom object, make sure the field is not added to the page layout.
Click Save.
Step 2 Create a "Source object" reference field on the Deduplicate Duplicates object.
Navigate to the Salesforce Setup - Object Manager - Plauti Deduplicate Duplicate.
At "Fields & Relationships", click "New" to add a new field.
At "Data Type", choose "Lookup Relationship". Click Next.
At "Related To", choose the object you want to configure this for.
At "Field Label", enter the following value: "SourceObject", where you replace the "Object" part with the name of your Object. For example, if your object is called "Bear", the value should be "SourceBear".
At "Field Name", the value should be generated automatically. If not, make sure it has the same value as Field Label.
Click Next.
At field-level security, make sure the profile that is going to use this feature has access to the field. Click next.
At the page layout configuration, click next. I don't matter if the field is added to the Deduplicate Duplicate page layout or not.
At the page layout configuration for your custom object, make sure the field is not added to the page layout.
Click Save.
That's it! Before you can apply a predefined filter, make sure to re-run your existing job first. You only have to do this once.