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Is it possible to include some of the field values when merging records?

Knowledge Article Number 000220782
Description Is it possible to include some of the field values when merging records?
Resolution This is not available as an out of box functionality.  As a workaround, the value can be retained in other field.

Use Case - An organization is planning on merging contacts. During merge the requirement is to retain both email.

1. Create a Report with the contact id (Record ID) and the Email
2. Export the Report
3. Create a Custom Field on contact:  Example Email 2
4. Import the email into Salesforce (mapping the Email data to Email 2 field)

So every contact will now have 2 email field - Standard Email field and Custom email field.

While merging records you can merge the email and leave email 2 as is so that both values are retained.




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