Merging of Duplicate Records

After you run data matching in batch mode, duplicate records are displayed in the Duplicate Accounts, Duplicate Contacts, and Duplicate Prospects views in the Administration - Data Quality screen. You can then determine which records you want to retain and which records you want to merge with the retained record.

Caution: Merging records is an irreversible operation. You must review all records carefully before using the following procedure and initiating a merge.

You can merge duplicate records in the following ways:

  • Merge Records option (Edit, Merge Records). Performs the standard merge functionality available in Siebel CRM for merging records. That is, this action keeps the record you indicate and associates all child records from the record to be deleted before that record is actually deleted. For more information about the Merge Records menu option, see Siebel Fundamentals.

  • Merge button (from appropriate Duplicate Resolution View). Performs a sequenced merge of the records selected in the sequence specified. This includes populating currently empty fields in the remaining record with values from the records to be deleted, as described in Sequenced Merges. This action also performs a cleanup in the appropriate Deduplication Results table to remove the unnecessary duplicate records. This is the preferred method for deduplicating account, contact, and prospect records.