Case Merge

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

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 (the target record)
6. Click [Save].
   A single merged record is created.

The result of the merge:

• The current record is moved to the recycle bin.
• The target record appears in the user’s display, with its fields unchanged.

(If needed, values from fields in the old record can be retrieved from the recycle bin)

• The summary and description from the original record are added to the target-record’s activity history.
• The original record’s activity history and files are added.
• Tasks from the original case are added to the target record.
  (The target record’s owner becomes the owner of the tasks.)
• Processes from the original case are transferred to the target record