If you upgrade to version 7.xx from 6.xx, you must import the merge fields that you configured for the field sets of accounts, contacts, and leads. When you import the fields, Customer 360 for Salesforce 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