03-21-2024 08:39 AM
03-21-2024 02:09 PM
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.
04-02-2024 10:55 AM
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?
04-03-2024 12:32 PM
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.
03-28-2025 08:47 AM
@Tony_Validity can you send me the multiple step workaround please? We have this same need. Thanks, Jen
04-01-2025 06:26 AM
@jperleevt - Emailing you now!
04-22-2025 09:59 AM
I would love to know the multi-step work around also. Thanks
04-22-2025 01:33 PM - edited 04-22-2025 01:33 PM
@NA Emailing you now!
04-30-2025 08:00 AM
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.
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