Modifying columns in Potential Duplicates Component
I was searching the web on how to modify the columns shown in the Potential Duplicates Lightning Component, but didn’t find too much useful information. Mathias Del Maso finally found out how to do it, so I thaught to share this. Thanks Mathias for bringing this to my attention.
Out of the box Salesforce provides your Org with Duplicate Management rules to make sure you aren’t creating duplicate leads, contacts and/or accounts.
Of course you can add your own matching rules, but it’s also important that your users see the right fields to actually identify if we are talking about a real duplicate record or not.
In following scenario I’m creating a Lead with a different Firstname, but the same Lastname and email as an already existing Contact in the database, and the duplicate management rules detected a potential duplicate and shows me this in the sidebar component:
By clicking the “View Duplicates” link in the component I get the following information and columns of the current lead and the potential duplicate contact:
But let’s say I wanted to add the Postalcode of the contact as extra information and I would like the email address to be shown as a second column. How and where can I change this?
Well, in Lightning Experience, this layout follows the same as the ‘Search Results’ of the Search Layouts section of the object, in this case Contact.
To change it, navigate to Setup – Object Manager – Contact – Search Layouts and edit the ‘Search Results’ section. I’ll add the Postalcode and also re-order so that email comes second:
Let’s check what this did to our Potential Duplicate Results window:
We can now see that Email is the second column and that we added the Postalcode as fourth column.
Be aware tough, that the Search Results layout has impact in other places also (in opposite to Salesforce Classic which lets you adapt different layouts individually like Lookup Dialog results, etc…), so chose your fields and order carefully!
In Lightning the Search Results impacts:
Global Search Results columns:
Lookup Dialogue Search Results:
This is the layout you’ll get when populating a lookup for that object, entering a keyword and hitting enter. For example I’m searching to relate a primary contact on a quote: