Merging of Records to Save Data before Deleting Duplicate Records

Content:

The merging is a concept of transferring one record data entirely into another record.

It can be done using either two different records or two records with same name (i.e., duplicate records).

Here I am explaining about the appending or merging of two records with the same name.

This merging cane be possible with the entities named Account, Contact, Lead, Activities.

STEP 1:

Consider an account entity which consists of two records with same name.

Let the names be test sample and test sample.

My requirement is to append those two records into one single record by deactivating the second one.

The two records have the same information i.e., same data in the fields except the fax field.

I want to take the value of fax field from second test sample and it should be

Added automatically to the first test sample when I click merge button.

1) Select the records that you want to merge in the entity.

Fig: primary account record

Fig: duplicate account record

STEP 2:

Select the two records that you want to merge

Click on merge button on the top of the fields.

Fig: selection of records in order to merge

STEP 3:

After clicking merge button, it opens a dialogue box like below.

It shows all the fields that are present in both the records.

In that master record, select the fields that you want to append the data from one record to another.

Fig: a pop up for merging operation

Check the check button of the field you want to add to primary record and click ok button

After clicking ok button it shows the message as merging of records is successful and the subordinate record is deactivated

Step 3:

Go to Account entity and then examine the records carefully

They appear as one and Child record is deactivated.

Fig: record appearing as one after merging

Finally open the record and see the data in the fax field.

The duplicate fax field data is appended in the primary record in account entity.