Latest product news from the Insycle team
Salesforce
Merge Duplicates

Combine and Append Field Data When Merging Records in Salesforce

Ryan avatar
Shared by Ryan • April 24, 2023

Hi there,

When merging duplicates in Salesforce, you now have more control over how you retain data in specific fields.

Using the Fields tab in Step 4 of the Merge Duplicates module, you can combine and append all values from the merged records into the resulting master record.

This is excellent for notes fields, or any field where you want to retain all available data after the merge.