egolden-tc / duplicatehandling

Enhance standard Salesforce duplicate handling

Duplicate Management Enhancements

This application is designed to run on the Salesforce Platform.

Table of contents

• Quick Deploy: Fast, easy installation of this repository into any org.

• Installing the app using a Scratch Org: This is the recommended installation option. Use this option if you are a developer who wants to experience the app and the code.

• Installing the app using a Developer Edition Org or a Trailhead Playground: Useful when tackling Trailhead Badges or if you want the app deployed to a more permanent environment than a Scratch org.

Quick Deploy

Installing the app using a Scratch Org

1. Set up your environment. Follow the steps in the Quick Start: Lightning Web Components Trailhead project. The steps include:

   • Enable Dev Hub in your Trailhead Playground
   • Install Salesforce CLI
   • Install Visual Studio Code
   • Install the Visual Studio Code Salesforce extensions, including the Lightning Web Components extension

2. If you haven't already done so, authorize your hub org and provide it with an alias (myhuborg in the command below):

   sfdx auth:web:login -d -a myhuborg
   

3. Clone the duplicatehandling repository:

   git clone https://github.com/dschach/duplicatehandling
   cd duplicatehandling
   

4. Create a scratch org and provide it with an alias (duplicatehandling in the command below):

   sfdx force:org:create -s -f config/project-scratch-def.json -a duplicatehandling
   

5. Push the app to your scratch org:

   sfdx force:source:push
   

6. Assign the Duplicates Handler permission set to the default user:

   sfdx force:user:permset:assign -n Duplicates_Handler
   

7. Open the scratch org:

   sfdx force:org:open
   

Installing the App using a Developer Edition Org or a Trailhead Playground

Follow this set of instructions if you want to deploy the app to a more permanent environment than a Scratch org. This includes non source-tracked orgs such as a free Developer Edition Org or a Trailhead Playground.

Make sure to start from a brand-new environment to avoid conflicts with previous work you may have done.

1. Clone this repository:

   git clone https://github.com/dschach/duplicatehandling
   cd duplicatehandling
   

2. Authorize your Trailhead Playground or Developer org and provide it with an alias (mydevorg in the command below):

   sfdx auth:web:login -s -a mydevorg
   

3. Run this command in a terminal to deploy the app.

   sfdx force:source:deploy -p force-app
   

4. Assign the Duplicates_Handler permission set to the default user.

   sfdx force:user:permset:assign -n Duplicates_Handler
   

5. If your org isn't already open, open it now:

   sfdx force:org:open -u mydevorg