Setup Guide

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Step 4: Importing Merge Fields from Field Sets

If you have configured fields for merge field sets, you must import the configured fields for accounts, contacts, and leads to the

Merge Settings

page. When you import the fields from the merge field sets, CC360 assigns the

Oldest Update Non NULL

merge rules for the imported fields. You can then edit and modify the merge rules of the imported fields.

From the

Setup

section of the

CC360 Admin

tab, click

Run the Setup Wizard

Under

Setup

, click

Merge Settings

The

Merge Settings

page appears.

Click

Import Merge Fields from Field Sets

CC360 imports the configured merge fields and assigns the

Oldest Update Non NULL

merge rules for the fields.

You can modify the merge rules based on your requirements.

For more information about modifying the merge rules, see the

Cloud MDM - Customer 360 for Salesforce Administrator Guide

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