topic Re: Retain all contact information on merge? in DemandTools

Retain all contact information on merge?

ALarue — Thu, 21 Mar 2024 15:39:41 GMT

Hello! Trying to find a way I can retain the contact information (phone & address) when performing a merge? With neither being a combinable option in my salesforce, I'm trying to find a way to still retain all values when merging my scheduled scenario, any thoughts?

Re: Retain all contact information on merge?

Pugs_Validity — Thu, 21 Mar 2024 21:09:34 GMT

Hey @ALarue, Yes! You can accomplish this by creating a field in Salesforce to populate the additional phone/address field and then using a Field Copy Unique Field Rule. In the example below, the losing record's phone number, if different from the winning record, would be populated on the Alternate Phone field of the winning record, upon merging. You also have the option to setup a scoring rule in the event there are multiple losing records, so you can deceipher which losing record's phone number should take priority.

Re: Retain all contact information on merge?

Cyrus — Tue, 02 Apr 2024 17:55:19 GMT

Is there a maximum number of fields we can have it apply? For example, if we apply this to an email field and an individual has 4 different email addresses will we be able to step down and have it check each email field against the surviving record and add/update the surviving record accordingly?

Re: Retain all contact information on merge?

Tony_Validity — Wed, 03 Apr 2024 19:32:53 GMT

Hi @Cyrus

The maximum number of fields to apply is one using Field Copy Unique but there is a manual multiple step workaround for retaining more than one losing field that I can send you directly.

Re: Retain all contact information on merge?

jperleevt — Fri, 28 Mar 2025 15:47:14 GMT

@Tony_Validity can you send me the multiple step workaround please? We have this same need. Thanks, Jen

Re: Retain all contact information on merge?

Pugs_Validity — Tue, 01 Apr 2025 13:26:22 GMT

@jperleevt - Emailing you now!

Re: Retain all contact information on merge?

NA — Tue, 22 Apr 2025 16:59:13 GMT

I would love to know the multi-step work around also. Thanks

Re: Retain all contact information on merge?

Pugs_Validity — Tue, 22 Apr 2025 20:33:36 GMT

@NA Emailing you now!

Re: Retain all contact information on merge?

Pugs_Validity — Wed, 30 Apr 2025 15:00:30 GMT

For perpetuity, please find the knowledge article below on how to how to retain multiple values on one field for a winning record in Dedupe.

Article Link