After you select duplicate child records and descendant records for manual merges in the
view, start the merge process.
You can see the parent records in the view.
Optionally, preview the proposed merged record.
Review the proposed merged record. The
is similar to the
Based on your user role, one of the following actions occurs:
If your user role permits you to merge records without a review, the merge process merges the records in the selected records. The merged records are in the active state.
If your user role requires a review process, the merge process starts the merge review workflow. The records that will participate in the merge remain in the active state, but the merge occurs only after the merge proposal is approved.