Supervisr: Merge Rules

Create and manage organization wide rules to merge records including master record selection and field values selection.

Manage Merge Rules
Accessing The Rules engine can be accessed directly by pressing the Rules link located under the Supervisr tab in the Navigation Menu.  Creating Merge Rule DataGroomr allows users to create, edit and remove custom rules that control the behavior of merges.  These include the selection of the mas...
Fri, 21 Jul, 2023 at 12:45 PM
Merge Rules: Master Record Selection
A Master Record Selection rule is created by sorting duplicate records.  The sort criteria is specified in the Rule Designer section by dragging the Sort group by, then sort by,  prioritize record if and Set master to objects into the rules work area. Each rule must start with the Sort group by object, which...
Mon, 24 Oct, 2022 at 2:03 PM
Merge Rules: Field Value Rule
A Field Value Rule is intended to modify the data that is saved with the master (or surviving) record when a merge is performed (this differs from the Master Record Selection rules which determines which record will be retained). The rules are built with the assistance of the Rule Designer.   The tabs on the...
Thu, 3 Aug, 2023 at 4:15 PM
Merge Rules: Preview Section
The Rule Editor contains a Preview section which displays the results of your rule using sample data. Note: A flag next to the Rule Preview label will automatically display the validity of the current rule.  Occasionally you will find that the auto-generated sample data does not sufficiently test your rule. ...
Wed, 11 May, 2022 at 1:41 PM
Merge Rules: Distribute Values Rule
The Distribute Values Rule allow users to distribute values from merged records into multiple (empty) fields in the master record. In order to use the rule, drag-and-drop it from the Advanced > Fields section into the Rule designer.     To configure the rule, first specify how many fields will be av...
Tue, 20 Apr, 2021 at 2:50 PM
Merge Rule: Copying Prod to Sandbox or Sandbox to Prod
Merge Rules can be copied from either your Salesforce production org to your sandbox or vice versa. Select the rule that needs to be copied and press the Copy to Prod or Copy to Sandbox.
Tue, 24 Jan, 2023 at 3:20 PM