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Installing DupeBlocker

DupeBlocker can be downloaded directly from the CRMfusion website via the following link (which brings you directly to the Salesforce AppExchange listing):

http://www.crmfusion.com/dupeblocker/downloads.php

After selecting the  button (first on the CRMfusion download page and then again on the Salesforce AppExchange page) a prompt will be displayed asking whether the application is to being installed in a production or sandbox environment.



Enter the Salesforce login credentials in the Salesforce login screen for that environment to begin the install.

If installing on Profession Edition additional installation steps will be required.  A link to these additional steps can be found at the end of this document, as the installation steps described below need to be done first.

Step 1: Examine Package Contents



Click "Continue".

The following box will appear authorizing the addition of https://auth.dupeblocker.com to "Remote Site Settings" in Salesforce.  This is required to authenticate your DupeBlocker License.



Check "Yes" and "Continue".

Step 2 (Salesforce Step 1):  Approve Package API Access



Click "Next".

Step 3 (Salesforce Step 2):  Choose Security Level




Step 1:  Choose security level

Select the "Select Security Settings" radio button.

Step 2:  Customize security

Select "Set All" for Non-admin users.

Starting with Salesforce Spring '10, all standard Salesforce profiles will not have access to the DupeBlocker custom objects and CANNOT be updated to gain access.  In order for users to have access to the DupeBlocker objects they will need to be assigned a custom profile.  Existing custom profiles will be assigned "Read" only access to the following DupeBlocker Objects:

Warnings
Potential Duplicates
Scenarios
Filters
Rules

Step 3:  Access Level

Optionally, update the access level for specific non administrator profiles to "DupeBlocker Administrator" for profiles that should have full access to the DupeBlocker application including the ability to create/modify scenarios, monitor all warnings etc.

Click "Next".

More information on customizing profiles to support DupeBlocker can be found in DupeBlocker Installation -> Initial Configuration of DupeBlocker -> Customizing Profiles.

Step 4 (Salesforce Step 3):  Install Package

Check the box for "Ignore Apex test....." to avoid potential install problems due to required field settings in Salesforce that will not be detected during the installation tests (i.e. if the default setup for required fields in Salesforce have been altered).



Click "Install".

The install is now complete, follow the instructions to deploy the application.

Note:  Typically a message is generated from Salesforce that the package is being installed, and that an email will be sent when complete.  In this case once the message is received, go to Setup->App Setup->View Installed Packages and then follow the steps to deploy.

Undeployed packages WILL work correctly for System Administrators, but WILL NOT function for users with non-administrator profiles.

Step 5:  Deploying DupeBlocker



Click "Deploy" to deploy the application.



Click "Deploy".

Additional Installation Steps for Professional Edition (required ONLY if custom profile support has not been purchased from salesforce.com)

DupeBlocker Installation-> DupeBlocker for Professional Edition.


See also
DupeBlocker System Requirements
DupeBlocker for Professional Edition
Upgrading to DupeBlocker 2 (1.X to 2.X)
Upgrading to a Newer Version (2.X to 2.X)
Initial Configuration of DupeBlocker