Granting Unique Entry Access by Profile

Granting Unique Entry Access by Profile

Several customers have asked me if it’s possible to grant access to Unique Entry by Profile.  I figured the response I came up with was worth blogging about so other customers have the solution as well.

The Unique Entry application contains Visualforce Pages that you, during installation, use to override your “New” buttons for Accounts, Contacts, and/or Leads.  This means that everyone who clicks these buttons to create new records will be directed to the Unique Entry pages instead of the standard pages.  Some customers don’t want everyone to use the Unique Entry application, but only users with specific Profiles.

How NOT to do it

It would seem logical to simply pick and choose the Profiles who should have access in the installation wizard step pictured below.  Unfortunately this step is very misleading when it comes to the Unique Entry application.  If you do not give access to a Profile that has access to create Accounts, Contacts, or Leads during this step then they will receive an “insufficient privileges” error message when they click the “New” button since the button is now directing them to a Page to which they don’t have access.

grant access to all profiles

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Unique Entry: The Secret Use Cases

Unique Entry: The Secret Use Cases

Since its Dreamforce 2012 debut, Unique Entry has been making waves as the AppExchange’s only as-you-type duplicate prevention app (if you’ve never seen the general use case, watch this 2 minute video). Preemptive warnings are only part of the story, however. I recently held a webinar (as well as an encore presentation, by popular demand) to share several “secret” functions of Unique Entry you can leverage in the war against duplicates. The blurbs and videos below will show you some cool things you didn’t know you could do with Unique Entry. Enjoy, but shhhh, it’s a secret to everybody…

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