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  1. Preface
  2. Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Glossary

Considerations before Manually Merging Duplicate Records

Considerations before Manually Merging Duplicate Records

You can merge duplicate pairs to eliminate the duplicate records and retain the master records. Analyze the duplicate pairs to ensure that the records are duplicate. You cannot undo a merge operation.
In a duplicate pair of records,
Cloud MDM - Customer 360 for Salesforce
(
CC360
) considers the first record as the master record and the second record as the duplicate. The merge operation merges the duplicate with the master record and deletes the duplicate record. Ensure that the master record is the record that must survive. Use the
Toggle Master
button to specify the master record and the duplicate record.
The following image shows a duplicate account in Salesforce Classic: The duplicate record details section contains the Merge, No Duplicate, and Toggle Master buttons.
The following image shows a duplicate account in Lightning Experience: The duplicate record details section contains the Merge, No Duplicate, and Toggle Master buttons.
The record you merge with the master record must not contain important information that is not present in the master record. To retain the data from some fields of the duplicate, specify whether the surviving data comes from the master record or from the duplicate record.

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