Case Merge

Merging is a process that combines two records into one, to reduce duplication. Duplicate records can be merged for Prospects, Accounts, Contacts, and Custom Objects.

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

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. Select an Object in your application Workspace.
   A tab opens that displays object records.
2. Click the checkbox for the two records you want to merge
3. Click the More Actions button
4. Choose the [Merge] button
5. For each field, choose the value you want to save.
6. Click [Save].
   A single merged record is created.

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 (but is still present in the Fields list), the field value will appear as 0 in the merge records page.