Before executing the merge there are a series of options that should be reviewed thoroughly which will affect how the data will be merged.
Note: Update Fields Where Master Empty and Combine Field Values will only be shown when NOT using Field Rules. When Field Rules are checked each field will have its own checkboxes for these options. Update if Empty will be checked by default for all fields, but combine fields will be unchecked by default for all fields.
1. Update Fields Where Master Empty
- If a field is populated on a non-master and blank on the master, then the data from the non-master will be selected
- If there is more than one non-master record, the data chosen will depend on whether or not a master rule was applied to pick the master records:
- Master Rule Applied: Data will be chosen from the next highest scoring non-master record
- No Master Rule Applied: The chosen data will be arbitrary, the ONLY WAY to ensure that the desired value is kept is to manually update the field on the master to the desired value
- All fields are checked by default, but fields can be unchecked if needed (if unchecked the master field will remain blank)
2. Combine Field Values
- Used to select the fields to concatenate in the master and subordinate records
- Available for:
- Multi-select pick lists - will keep the values from all records in the merged group
- Memo fields - will keep the values from all records in the merged group
- Two Option fields (true/false) - true always wins
- Select All Fields of Type checkboxes
- Checking one of the options will check all fields for that Field Type
- When saving a scenario with these boxes checked, any NEW fields added to the org since the scenario was created will be AUTO checked for the next run
- Long Text Area Field separator
- Default: Carriage Return/Line Feed
- Customize by selecting Custom and entering the custom text to be used as a separator
