1. Using Customer Data Management for Sales and Fusion Service
  2. How you Consolidate Confirmed Duplicate Records

How you Consolidate Confirmed Duplicate Records

If you know for sure that two or more records are confirmed duplicates, you can create a request to consolidate them from the Create Resolution Request UI page.

Consolidating confirmed duplicate records involves the following tasks:

  • Identify duplicate records

  • Select duplicate resolution request type such as merge or link

  • Create and submit the resolution request

Note: Groovy scripts on relationship objects don't run during merges. If they're critical, you can re-implement the scripts on the parent account or account.

Merge Confirmed Duplicate Records

You can merge confirmed duplicate records by creating and submitting a merge request from the Create Resolution Request UI page as follows.
Note: In this procedure you select the duplicates, which is quite unlike system merge in which the matching configuration selects duplicates.

  1. Navigate to the Duplicate Resolution work area as follows: Navigator > Customer Date Management > Duplicate Resolution.

  2. Click the Tasks menu and then click Create Resolution Request.

  3. Provide the search criteria to search for the records that you want to merge. For example, select the Party Type as Person and type the Name as John.

  4. Click Search.

  5. From the search results, using the Shift or Control keys, select the records that you want to merge.

  6. Click Actions > Create Request.

  7. Provide a name for the request in the Create Request: Select Type dialog box.

  8. Select the request type as Merge (Request to physically merge records into one record.).

    Note: You can select the request type as Generic if you want to defer the decision to select the resolution request type or Link if you want to link the records.

  9. Optionally, select a master record.

  10. Click OK.

    You can see a message that the duplicate resolution request was submitted. The merge happens immediately if the data governance profile: User merge requests is set to Allow Processing Without Approval. If the profile is set to Process Subject to Approval, the merge is reviewed and processed later by a data steward.

  11. Click Done.