1. Sales Questions and Answers
  2. How can I create rules to merge prospects and customers using CDM?

How can I create rules to merge prospects and customers using CDM?

Merging involves combining duplicate records into one new master record. You can configure merge by setting up survivorship and agreement rules using Groovy scripts in Application Composer.

For more information about configuring merges using Groovy Scripts, see How you Configure Merges Using Groovy Scripts