Configuration Guide

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Editing Primary Key Match Rules

Once you have defined a primary key match rule, you can change the value of the

Auto-merge matching records

check box.

To edit an existing primary key match rule:

In the Schema Manager, display the Match/Merge Setup Details dialog for the base object that you want to configure.

Acquire a write lock.

Click the

Primary Key Match Rules

tab.

The Schema Manager displays the

Primary Key Match Rules

tab.

Scroll to the primary key match rule that you want to edit.

Check or uncheck the

Auto-merge matching records

check box to enable or disable auto-merging, respectively.

Click the

Save

button to save your changes.

The Schema Manager asks you whether you want to reset existing matches.

Choose

Yes

to delete all matches currently stored in the match table, if you want.

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