Prevent a record as being merged as the losing record

sakme — Wed, 09 Jul 2025 14:01:36 GMT

Is anyone aware of a way to prevent a record from being selected as a losing record and merging into the winning record? I have a situation where Salesforce syncs with another application which has duplicate records that we can't merge. So, if the record in Salesforce is syncing with that app, I have to retain the duplicate in Salesforce too.

Very simply, if I have two duplicate records in Salesforce that both have a value in Field A, I need a way to prevent them from merging together. I also don't want to simply exclude all records with a value in Field A as only a subset of the Salesforce records sync with the other app and we do want to merge non-syncing records into syncing records.

Re: Prevent a record as being merged as the losing record

Pugs_Validity — Wed, 09 Jul 2025 21:07:43 GMT

Hey @sakme - While we are unable to subset our duplicate sets to say "only one record" containing a certain value, you can use Filter Match Results to make sure at least one record per duplicate set does not have that field populated and then deal with instances where there may be more than one record after the fact.

While Record Selection Criteria narrows down which records get pulled to begin with, Filter Match Results applies filtering after the record pull is complete, allowing you to narrow down the results of your search based on the supplied criteria.

When you select this option and add one or more selection conditions, the results grid will only return duplicate groups where at least one of the records matches the criteria.
- For example, you can filter to return all duplicates of an account where at least one record in the duplicate set has an external account number.
You will still need to apply a Winner Rule to pick the desired record based on the criteria, but there will be fewer matches to evaluate, resulting in a quicker application of the Winner Rule.

topic Re: Prevent a record as being merged as the losing record in DemandTools

Prevent a record as being merged as the losing record

Re: Prevent a record as being merged as the losing record