Change the default country to reflect that of the current user for Real-time validation.
- From Setup > Custom Code > Custom Settings:
- Select “Manage” beside DQE Address Setup.
- Select “Edit”.
- Enter your desired two-character country code for Default Country. A “-“ can be used to have the default country match the current users location.
- Select “Save” and return to Custom Settings.
DQE One can suggest email addresses based on the First Name and Last Name fields.
- To set this up, select “Manage” beside DQE Email Setup.
- Select “Edit” and toggle on “Suggest Username”.
Select “Save” and return to Custom Settings.
The default country for Phone can also be changed to use the current user’s location.
- Select 'Manage' beside DQE Phone Setup.
- Select “Edit”
Enter your desired two-character country code for Default Country. A “-“ can be used to have the default country match the current users location.
You can also turn on the “Display Country Selector” for use when editing existing or entering new phone numbers.
DQE One uses custom Lightning pages that allow the user to validate data entry for Address, Phone and Email fields. To take advantage of this capability, see Activate Real-Time Services in our help documentation to:
- Create Override for “New” Button when creating New Leads, Contacts and Accounts
- Create a new “Edit with DQE” Button when editing Leads, Contacts and Accounts
You can now create your batch deduplication processes. See Creating Deduplication Processes for information on how to do this.