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How To

This section contains step-by-step guides for common tasks and operations in the No Duplicates app.

Administration​

Grant Access to the App for a New User​

Learn how to grant Admin or Read Only access to new users by assigning permission sets. This guide covers both permission set assignment and optional Modify All Data permission configuration.

Grant Login Access for At-Home Support​

Step-by-step instructions for granting login access to support staff for troubleshooting purposes. Includes instructions for both Lightning Experience and Classic.

Duplicate Detection​

Identify Duplicate Emails and Phones​

Learn how to identify duplicate emails or phone numbers that may be scattered across different fields using custom formula fields and specialized matching types.

Know the Number of My Records​

Find out how to check the number of records for objects used in the app, which helps you understand your data volume and plan accordingly.

Maintenance​

Uninstall the App​

Complete guide for properly uninstalling the No Duplicates app from your Salesforce org, including prerequisite steps and important data considerations.

For setup and configuration guides, see the Setup Guide section.

For information about new features and updates, see the Release Notes.