Traditional method for resolving duplicates - Merge Duplicates

Party merge is one of the ways of resolving duplicate records of business entities.

This image depicts merging of duplicate records. The other way is linking the parties. You can merge two or more duplicate parties by creating a merge duplicate resolution request. During merge, these parties are combined into one primary record. After completing the merge request, you can update only the master record. The merged duplicate records are also called non-master records. Note that merge supports the transfer of attachments from duplicate records to a master record.

Here are the highlights of merging:
  • The merge process identifies the surviving sales account. It inactivates other accounts. Transactions are re-referenced to the surviving sales account.
  • Because this process can't be undone many are hesitant to use this approach.