Video

Preserving Specific Values when Merging

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.

LeanData Tips and Tricks videos are short videos to walk you through how to set up specific use cases. These are great to learn new ways to leverage LeanData that you might not have thought of! Explore more Tips and Tricks videos for more ideas.

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

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