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Administering Oracle CRM On Demand > Company Administration > Division Setup > About Merging Divisions and Deleting Divisions
About Merging Divisions and Deleting Divisions
You can delete a division even if the division is associated with users and with records. You can also merge up to five divisions into one at one time. When you merge two or more divisions, one division is retained and the other divisions are deleted.
After a division is deleted as a result of a merge operation, the following happens:
- The division is removed from any user records with which the division was associated.
- Any users who were associated with the deleted division and who were not previously associated with the retained division are automatically associated with the retained division. If the deleted division was a user's primary division, then the division that is retained becomes the user's primary division.
- If the deleted division was associated with records of other record types such as accounts, contacts, and so on, then the records are not automatically associated with the division that is retained in the merge operation. Instead, the Division field on the records is automatically cleared. However, the Picklist Value Group field on the records is not cleared.
After you delete a division directly, the following happens:
- The division is removed from any user records with which the division was associated. If the deleted division was the primary division for a user, then the first division in the list of remaining divisions that are associated with the user's record becomes the user's primary division.
- If the deleted division was associated with records of other types, such as accounts, contacts, and so on, then the Division field on those records is automatically cleared. However, the Picklist Value Group field on the records is not cleared.
You can associate a different division with any record where the Division field was cleared as a result of a division being deleted. When you associate a division with a record in which the Division field was cleared, the Picklist Value Group field on the record is updated as follows:
- If the new division is associated with a picklist value group, then the Picklist Value Group field on the record is populated with the picklist value group for the new division.
- If the new division is not associated with a picklist value group, then the Picklist Value Group field on the record is cleared.
You can restore a deleted division. When you restore a division, any associations that previously existed between the restored division and user records are not restored. Any associations that previously existed between the restored division and records of other types, such as accounts, contacts, and so on are restored.
For step-by-step instructions for merging records, see Merging Records.
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