Need Capability of selecting specific Attributes to be part of Account Merge — Cloud Customer Connect
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Need Capability of selecting specific Attributes to be part of Account Merge

in Sales 11 comments

Summary:

In CX Sales, we have two Accounts named as : customer 1 and prospect 2

Business wants to merge prospect 2 with customer 1 but after merge business wants that 'Address' and few other field values from Prospect should not flow in Customer 1 after merge while only Customer1 address details should be present after present.

So we need capability where we can choose - which all fields will be merged and which all will not merge by excluding them in Merge Process.

Please help with solution to achieve it.


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