Case Merge

Merging is a process that integrates the properties of similar records to reduce duplication. Duplicate records can be merged for Prospects, Accounts, and Contacts.

Note: The Merge page includes all fields that are available for objects, not just those that are currently included in the object.

In order to merge records, Users must have Update permission for the object in Access Permission to Records Owned by Others Within the Team and Delete permission for the object in Record Access Permissions

To merge records:

1. Click the tab in which you want to merge records (Prospects, Accounts, or Contacts)
2. Click the checkbox for the two records you want to merge
3. Click the More Actions button and choose the [Merge] button
4. Choose a value from each row to create a single merged record
5. Click [Save]

What to do about "0" Values?

All of the defined fields are included as options records are merged. If a field is not included in the Form Layout (but is still present in the Fields list), the field value will appear as 0 in the merge records page.