Video

Preserving Specific Values when Merging

Lead Management Operations Video
blue rectangle with orange light bulb and headshot of LeanData Head of Training Kevin Au explaining merging Salesforce records

When merging duplicate records, you might typically prefer values from the newer record. But sometimes there are specific fields and values you prefer from the older record. Here is one way you can ensure those values are preserved on the master record.

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Lead Management Operations Revenue Orchestration Tips & Tricks