Posts Tagged ‘Base Record Type’

Entity was not appearing in “Base Record Type” dropdown while creating ‘Duplicate Detection Rule’

  • 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

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

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’