07-09-2025 07:01 AM
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.
07-09-2025 02:07 PM
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.
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