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Merge Rules/Options – Keep Values from Dupe

by Admin | Oct 19, 2016 | Best Practice, DataTrim Dupe Alerts, How To

By default, the salesforce merge process takes 2 records; a Master (‘Survivor’) and a Dupe. The selected Master takes priority over the Dupe which means that the following rules are applied: When 2 fields on the 2 records both are populated the value from the Master...

Merge Rules/Options, Keep Max value e.g. Lead Score from Marketo

by Admin | Oct 16, 2016 | Best Practice, DataTrim Dupe Alerts, How To

If you are using Marketo, you may be levering their Lead Score feature to rank your leads. With the Keep Max Value Merge option, you can now make sure that no matter how 2 leads are merged, you will always keep the highest Leads Score. By default, the salesforce merge...

Merge Rules/Options – Exclude fields from Merge

by Admin | Oct 13, 2016 | Best Practice, DataTrim Dupe Alerts, How To

By default, the salesforce merge process takes 2 records; a Master (‘Survivor’) and a Dupe. The selected Master takes priority over the Dupe which means that the following rules are applied: When 2 fields on the 2 records both are populated the value from the Master...

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