Home > DupeBlocker Basics > Installing DupeBlocker

Installing DupeBlocker



Step 1: Examine Package Contents



Click "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.

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".

Note:  Non administrator and non DupeBlocker Administrator profiles will need to be updated to Read only access to the DupeBlocker Custom Objects.

More information on customizing profiles to support DupeBlocker can be found in DupeBlocker Basics -> 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:  A message may be 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, you will need to go to Setup->Develop->View Installed Packages and then follow the steps to deploy.

Step 5:  Deploying DupeBlocker



Click "Deploy Now" to deploy the application.



Click "Deploy".

Step 6:  Update Remote Site Settings

Add https://auth.dupeblocker.com to "Remote Site Settings" in Salesforce and name it "DupeBlocker".  To do this go to Setup->Security Controls->Remote Site Settings.  This is required to authenticate your DupeBlocker License.




See also
DupeBlocker System Requirements
Initial Configuration of DupeBlocker