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Merge Duplicate Contacts, Leads, Accounts, other objects in Salesforce

For a step-by-step guide about the deduplication tool and process, please see the help article Bulk merge duplicate people, companies

Insycle uses the underlying Salesforce APEX merge API, please install the Insycle AppExchange app.

Deduplicate across Leads and Contacts

It is possible to deduplicate across leads and contacts.

  1. Open the Merge Duplicates Module.

  2. Pick "Contacts" record type.

  3. In Step 1 Check "Include Leads"

When a lead is merged into a contact, it uses the APEX convert API into the existing contact.

Deduplicate Opportunities and other Standard or Custom objects

When merging objects that do not have a native merge API, Insycle performs a synthetic merge.

Synthetic merge is supported for Opportunities, and any other standard or custom object.

  • Fields (for example, phone number): Retained from the master. When a field value is empty in the master it picks a non-empty value from the most recently updated duplicate automatically. When in doubt about conflicting field values, include those fields in the CSV report by adding them to the Master Selection section and their values would show on the audit trail.

  • Relationships: Insycle inspects the schema metadata for relationships to the duplicate records, and reparent those relationships to point to the master record instead of the duplicate. For example, that's how it would re-link/re-parent Notes in the duplicate records into the master record.

Salesforce Merge Logic

Insycle uses the underlying Salesforce APEX merge API, please install the Insycle AppExchange app.

In addition to the default merge logic, when a field value is empty in the master Insycle picks a non-empty value from the most recently updated duplicate automatically. When in doubt about conflicting field values, include those fields in the CSV report by adding them to the Master Selection section and their values would show on the audit trail.

Customized Merge Logic

For situations where you need more granular customization for picking duplicate records to include - or exclude - from the deduplication process, or for picking the master record, and there are no common rules you can apply for all or some of the records, you can customize bulk deduplication using exclusions and pre-defined masters.

Separately, it is also possible to customize the merge logic behavior. For example, to instruct Insycle to keep values from the master record instead of the most recently updated value, or copy values from one field to another as part of the merge, or any other. Customized merge logic requires an Enterprise plan. Please reach out via chat to discuss your specific requirements.

Additional Resources

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