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Information for Salesforce Classic

Articles

Salesforce Classic no longer supported

Since more and more of the Salesforce Classic technology is becoming outdated and phased out, Salesforce Classic is not supported anymore for the Plauti apps and features. For now most features...

Uninstall Duplicate Check from Salesforce Classic

We're sorry you are thinking about uninstalling Duplicate Check. If you have any feedback for our team, we would greatly appreciate it if you could let us know at support@plauti.com. Navigate to...

Step 2. Configure your Salesforce Classic organization

This tutorial is for Salesforce Classic. If you are using Salesforce Lightning, please see this article. After installing the Duplicate Check for Salesforce package, you need to add buttons and...

Manual Insert / Update Prevention in Salesforce Classic

Duplicate prevention upon manual entry in Salesforce Classic shows potential duplicates in the native entry page upon their entry or update. It prevents the user from saving a duplicate record and...

How to use Duplicate Check with a Custom Object in Salesforce Classic

This tutorial is for Salesforce Classic. If you are using Salesforce Lightning please see this article. This feature is available in the Advanced and Premium editions. In this tutorial, find out...

How to add Duplicate Check Live to Custom Object page layout in Salesforce Classic

Duplicate Check Live is available in the Advanced and Premium editions. Duplicate Check Live is a feature that can be added to any record page layout in your Salesforce organization and do a...

How to add and configure DC Live to your page layout in Salesforce Classic

This tutorial is for Salesforce Classic. If you are using Salesforce Lightning, please read this article. Duplicate Check Live is a feature which can be added to any record page layout in your...

How to enable Duplicate prevention upon manual entry in Salesforce Classic

Duplicate prevention upon manual entry in Salesforce Classic shows potential duplicates in the native entry page. If you are using the Lightning version of Salesforce please read this article. When...