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  • Customer 360 for Salesforce Winter 2023
  • 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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Merging the Duplicate Records

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. In Salesforce Classic, perform the following tasks:
    1. Click
      Merge
      .
    2. Select the field values that you want to retain in the surviving record.
    3. Click
      Merge
      , and then click
      OK
      .
  4. In Lightning Experience, perform the following tasks:
    1. Click
      Merge
      .
      The
      Potential Duplicate Records
       wizard appears.
      The
      Merge Preview
       column shows the preview of the master record based on the configured merge rules.
    2. Select the field values that you want to retain in the surviving record.
    3. Click
      Next
      .
    4. Based on the object type, click one of the following buttons:
      • Merge Accounts
      • Merge Contacts
      • Merge Leads
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