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    • How can I create rules to merge prospects and customers using CDM?

    in Sales 4 comments

    Summary:

    How to combine rules to merge customers type ZCA_CUSTOMER or ZCA_PROSPECT

    Content (please ensure you mask any confidential information):

    I have two scenarios for merging duplicate accounts.

    Scenario No.1: If I have two accounts and one is of type ZCA_CUSTOMER and the other is of type: ZCA_PROSPECT. I need the account of type ZCA_CUSTOMER to survive.

    Scenario No.2: If I have two accounts of type: ZCA_PROSPECT I need the oldest account to survive.

    I want to know how can I use CDM to cover these scenarios?

    Version (include the version you are using, if applicable):

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