In one of my requirement, I had to create a ‘Duplicate Detection Rule’ on my custom entity ‘Policy’.
So to create the ‘Duplicate Detection Rule’, I opened a new ‘Duplicate Detection Rule’ form (i.e., Navigated to “Settings –> Data Management –> Duplicate Detection Rules –> New”)
I then tried to choose “Policy” as “Base Record Type”, but to my surprise I did not find the “Policy” entity in the “Base Record Type” options list
Duplicate Detection Rule – Base Record Type Dropdown
Reason & Fix
To find the reason, I verified ‘Policy’ entity customizations
There I observed “Duplicate detection” checkbox was unchecked, under ‘Data Services’ section
Duplicate Detection Option
I checked the “Duplicate detection” checkbox and Save & Published to get the ‘Policy’ entity name option in ‘Base Record Type’ dropdown of ‘Duplicate Detection Rule’
Leave a comment