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  • Customer 360 for Salesforce Winter 2018
  • All Products

Table of Contents

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

User Guide

User Guide

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Merging the Duplicate Records

You can merge a duplicate pair to eliminate the duplicate record and retain the master record. Specify the record that provides the surviving data when you merge the two records.
  1. Select the account, lead, or contact record that has a duplicate.
  2. Select the check box next to the record that you want to merge with the record you are viewing.
  3. Verify that each duplicate pair is a duplicate of each other.
  4. Click
    Merge
    .
  5. Select the field values that you want to retain in the surviving record.
  6. Click
    Merge
    , and then click
    OK
    .
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