I am using Validity’s software to identify duplicate records in my non-profit's Salesforce CRM. When merging using Validity/Demand Tools, it is dropping the non-winning contacts’ alternate information. Is there a way to keep validity from doing this?
I saw the merge option, “Prefix Records” in the drop-down menu, it doesn’t seem to allow for the non-winning contacts' email, address, or phone number to roll over to the merged contact and stay as saved information.
Would this allow me to retain a secondary address, email, phone number, etc. if we were able to select those options in the drop-down menu?
I am currently manually merging all my records in Salesforce and only using Validity to identify possible duplicates.
Please let me know what I am missing to make this process more efficient. We are a very small non-profit and only have a limited amount of time/resources to spend on this important tool.
Thank you for your question @annabelleRBS! You can apply a Field Rule to specify which field values from duplicate records should be merged into the winning record. Additionally, the FieldCopyUnique setting allows you to populate alternate field values during the merge process.
If you need further assistance, feel free to submit a request to our Centre of Excellence team at demandtoolscoe@validity.com. One of our experts will be happy to join a call and guide you through the setup.
