Case Merge

Merging is a process that combines two records into one, to reduce duplication.

Note:
The merger includes all fields that are defined for the object, not just those that are displayed in the current view.

In order to merge records, Users must have Update permission for the object in Access 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 for an Object.
   A list of records is displayed.
2. Select a record
3. In the sidebar, click Actions
4. Choose the Merge option
5. Select the record to merge with
6. For each field, choose the value you want to save.
7. Click [Save].
   A single merged record is created.

What to do about "0" Values?
All of the defined fields are included as options for the merge operation. If a field is not included in the current Form, but is still present in the Fields list, the field value will appear as 0 in the merge-records page.