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  • Customer 360 for Salesforce Summer 2023
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Customer 360 for Salesforce
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with Customer 360 for Salesforce
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Troubleshooting
  14. Appendix A: Custom Settings
  15. Appendix B: Glossary

Administrator Guide

Administrator Guide

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Merging Contact Records

Merging Contact Records

The merge contacts job eliminates the duplicate contact record and retains the master contact record based on merge rules that you configure in the merge settings for contacts. If the duplicate contact record is associated with an account record, the
Allow users to relate a contact to multiple accounts
 account setting determines whether to associate the account record with the master contact record.
If this account setting is disabled, the merge contacts job eliminates the duplicate contact record and its association with the account record. If you enable this account setting, the merge contacts job eliminates the duplicate contact record and then associates the account record with the master contact record. By default, this account setting is disabled.
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