After the installation, launch DQE One Application then go to "Processes tab" :
Then choose the list view : "All"
On this page, you have to choose the process associated to your need :
In this article we will focus on "Duplicate Check". In a free trial version, the deduplication rules used for each object is detailled below :
- Account :
- Contact :
- Lead :
Run Processes to create DQE Index Field : DQE_Index_Group_ID__c <= On different records, if the field got the same value means it is a duplicate goup.
All processes will be launched on the listview named : "DQE Default LV Process". In order to check the duplicate, it is necessary to add the "DQE_Index_Group_ID__c" field in this list view :
NB : 'ACC' for account and 'C' for contact
When the unify process is done, only 20 groups will be sent back in your Salesforce platform. In order to get the global statistics of the deduplication, then move the "Runs" tabs :
Choose the Run__c Name associated to your process, there will be the global information of the process :
We need:
- DQE Fields created with the package
- Default List Views with DQE Fields