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  • Customer 360 for Salesforce Spring 2022
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica 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. Appendix A: Glossary

User Guide

User Guide

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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,
Customer 360 for Salesforce
 (
Customer 360 for Salesforce
) considers the merge rule to eliminate the duplicate record. Use the
Toggle Master
 button to specify the master record ID that you want to survive in the merge process.
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.
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