Video

Preserving Specific Values when Merging

Embed Video Preview

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.

Tags
  • Lead Management
  • Operations
  • Revenue Orchestration
  • Tips & Tricks

Related Resources

Welcome to the LeanData Resource Center. We hope you will
find content interesting to read, watch and share.

eBook
Graph Optimization Toolkit

LeanData's Graph Optimization toolkit lays out practical recommendations for building, maintaining, and collaborating on a best-in-class graph.