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To access this feature please select the 'Post Merge Settings' option in the settings drop down menu.
Select Entity: Select the one of the following entity to apply the settings for-
Related Entities: All the entities displayed to you which are having 1:N relationship with the base entity selected.
Add Post Merge Settings: To add the settings for the related entity, you will need to drag-and-drop the related entity from the left hand side onto the ‘Post Merge Configuration’ grid on the right hand side.
You have 3 actions to choose from:
Attributes configuration for Duplicate Detection: Select the attributes (by dragging and dropping to right hand side from the left hand side) for duplicate records detection. If the all selected attributes values found exact same then the records shall be declared as duplicates.
Additional Settings: You can set the following additional settings to pre-process the data before duplicate detection:
Primary Record Detection Attribute: You need to select the attribute from the list which will help to detect the Primary Record. You can select ‘None’ option if you don’t want to apply ‘Primary Record Detection Settings’.
Primary Record Defining Attribute: This will be an optional feature. You can select the attribute (of type ‘Option Set’) from this list if you want Primary Records per option. E.g. If you select the ‘Communication Type’ attribute for the related entity ‘Phone’, as a result you will get primary record for each communication type against the Master record.
Best Primary Record Detection Rules: You will able to set the rules in sequential manner for detection of primary record(s).
There are two ways Edit an existing setting: