How do I create merge requests?

When you're sure that two or more records are confirmed duplicates, you can decide to create a duplicate resolution request manually by linking or merging the records.

In this topic, we will be discussing the creation of merge requests.

1. Navigate to the Duplicate Resolution work area as follows: Navigator > Customer Data Management > Duplicate Resolution.
2. Click Tasks and then click Create Resolution Request.
3. Search for the records that you want to merge, link, or test merge. For example, select the Party Type as Person and enter the Name as John, and click Search.
   Note: You can only search on standard fields using the Advanced Search option. Custom fields of the Accounts or Contacts objects aren't available. Select two or more duplicate records using the Shift or Control key.
4. Click Actions > Create Request.
5. Enter a name for the request in the Create Request: Select Type dialog.
6. Select the request type as Generic, Merge, Link, or Test Merge. You can also select the Master Record, if needed.
7. Click OK.

You can also submit request dispatch jobs directly from the Duplicate Resolution work area by clicking the Dispatch button, which will submit the job for immediate processing.

Make sure that the status of the merge request changes from Pending to New. After you changed the status to New, you check again, and you see that the main record is set correctly based on the setup you defined using the Manage Customer Data Management Options page.