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  1. Preface
  2. Introduction to Informatica Cloud MDM - 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 CC360
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Cloud MDM - Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Troubleshooting
  14. Appendix A: Custom Settings
  15. Appendix B: Glossary

Creating or Modifying the Merge Rules

Creating or Modifying the Merge Rules

You can create or modify the merge rules for accounts, contacts, and leads.
  1. From the
    Setup
    section of the
    CC360 Admin tab
    , click
    Run the Setup Wizard
    .
  2. Under
    Setup
    , click
    Merge Settings
    .
    The
    Merge Settings
    page appears.
  3. To create the merge rules of an object, click
    Edit
    for the object.
  4. Under
    Master Record Details
    , select one of the following rules to specify the account ID that you want to survive for the master record:
    • Retain Master
      . ID of the current master record.
    • Oldest Created
      . ID of the record with oldest creation date.
    • Newest Created
      . ID of the record with latest creation date.
    • Latest Update
      . ID of the record with latest modified date.
    Default is
    Retain Master
    .
  5. To configure merge rules for a field, perform the following tasks:
    1. Under
      Merge Field Rules
      , click
      Add
      .
    2. Select the field for which you want to configure a merge rule.
    3. Select one of the following merge rules for the added field.
      • Master
        . Uses the value from the master record.
      • First Created
        . Uses the value with the oldest creation date.
      • Last Created
        . Uses the value with the latest creation date.
      • Oldest Update
        . Uses the value with the oldest modified date.
      • Oldest Update Non NULL
        . Uses the value that is not null and with the oldest modified date.
      • Latest Update
        . Uses the value with the latest modified date.
      • Latest Update Non NULL
        . Uses the value that is not null and with the latest modified date.
  6. To modify the existing merge rules, update the merge rules for the existing fields:
    Default is
    Oldest Update Non NULL
    .
  7. Click
    Save
    .

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