How do I enable duplicate checking on CX Sales Mobile?

You can enable duplicate checking for CX Sales Mobile in Application Composer Mobile Application setup.

Before you start, make sure that you've enabled duplicate checking in the Sales application itself. See the topic How do I enable duplicate checking for accounts and contacts?.

Steps to Enable

1. Create and enter a publishable sandbox where Application Composer is enabled.
2. Navigate to Application Composer > Mobile Application Setup > CX Sales Mobile Composer > Settings
3. In the list of settings, expand Check for Duplicates.
4. Flip on the Enable for Accounts switch to enable account duplicate checking.
5. Flip on the Enable for Contacts switch to enable contact duplicate checking.
6. Click Save in the upper right-hand corner of the screen.
7. Validate that the duplicate checking works in CX Sales Mobile.
8. Publish the sandbox.

How the Duplicate Checking Works

The duplicate checking identifies potential duplicates when salespeople create accounts and contacts. The salesperson can either decide to accept the existing record or create a new one. The duplicate check is done synchronously. After tapping Save on the create page, the user must wait for the duplicate check to complete before progressing to the next step.

If there are more than 5 potential matches for a new account or contact, the 5 highest scoring potential matches are displayed to the user as determined by scoring criteria established in Enterprise Data Quality Matching Configurations.