User Tools

Site Tools


This is an old revision of the document!

Post Merge Settings

How to Access this feature

To Access this feature please select the 'Post Merge Settings' option in the settings drop down menu.

How to use this feature

Select Entity: Select the one of the following entity to apply the settings for-

  • Account
  • Contact
  • Lead

Related Entities: All the entities displayed to you which are having 1:N relationship with the base entity selected.

  • Toggle List: You will be able to view (i.e. toggle) the list of entities either by ‘Display Name’ or ‘Schema Name’.
  • Sort List: You will also able to sort the listing by ASC or DESC order, by right clicking the column header.
  • Search Entities: You will able to search the entities from the list using keyword search feature, by click the search icon.

Add Post Merge Settings: To add the settings for the related entity, you will need to drag-and-drop the related entity from the left hand side onto the ‘Post Merge Configuration’ grid on the right hand side.

Post Duplicate Detection

You have 3 actions to choose from:

  • None: If selected, no duplicate detection process occur for the selected related entity and all the related entity records shall move to Master records as per default CRM behavior as it is. Please note, you won’t able to set the ‘Attributes configuration for Duplicate Detection’ and ‘Additional Settings’ if ‘None’ option is selected.
  • Deactivate: If selected, the related entity records which are found as duplicates as per settings shall be deactivated post base entity records merging.
  • Delete: If selected, the related entity records which are found as duplicates as per settings shall be deleted post base entity records merging.

Attributes configuration for Duplicate Detection: Select the attributes (by dragging and dropping to right hand side from the left hand side) for duplicate records detection. If the all selected attributes values found exact same then the records shall be declared as duplicates.

Additional Settings: You can set the following additional settings to pre-process the data before duplicate detection:

  • Ignore Special Characters
  • Ignore Spaces
  • Ignore Numbers
  • Ignore Characters

Primary Record Detection

Primary Record Detection Attribute: You need to select the attribute from the list which will help to detect the Primary Record. You can select ‘None’ option if you don’t want to apply ‘Primary Record Detection Settings’.

Primary Record Defining Attribute: This will be an optional feature. You can select the attribute (of type ‘Option Set’) from this list if you want Primary Records per option. E.g. If you select the ‘Communication Type’ attribute for the related entity ‘Phone’, as a result you will get primary record for each communication type against the Master record.

Best Primary Record Detection Rules: You will able to set the rules in sequential manner for detection of primary record(s).

  • Master: If selected, the primary record(s) from the Master will be the winner.
  • Modified On (Newest/Oldest): If selected, the Newest/Oldest modified record will be declared as winner.
  • Created On (Newest/Oldest): If selected, the Newest/Oldest created record will be declared as winner.

Edit Existing Setting

There are two ways Edit an existing setting:

  • Double click the desired setting
  • Right click, and select 'Edit'
admin_functionality/settings/postmergesettings.1552046383.txt.gz · Last modified: 2019/03/08 11:59 by luke.swanton