Merge Field Rules section

Use Delpha’s Merge Field Rules to control which values are kept during Salesforce merges. Apply control specific automated logic,different from the default one.

Merge Field Rules – Field-Level Control for Smarter Merges

The Merge Field Rules screen lets you override the default behavior set in the Merge Object Rules. This powerful interface allows you to define exactly which value should be kept for each field during a merge—ensuring consistent, automated decisions that align with your data governance policies.

Column
Description

Rule Name

The label for your merge rule (can be customized).

Action

Indicates whether the field is grouped or individually customized.

Field

The API name or label of the field the rule applies to.

Override Rule

Specifies what value to keep: e.g., Master and Not Empty, Highest Value, or Empty.

Operation

Special logic applied (e.g., ConcatenateUnicity to merge unique values).

Visible

Whether this field is shown in the bot deduplication conversation.

Active

Whether the rule is currently being used during merge operations.

How It Works

Each row in the panel defines a rule for a specific field, guiding how the final merged value is selected.

Common Rule Types:

  • Master and Not Empty: Keep the master record’s value—unless it’s empty.

  • Highest Value: Ideal for dates or numeric fields (e.g., latest activity).

  • Empty: Clears the field value post-merge.

  • ConcatenateUnicity: Combines unique values (perfect for multi-entry fields like tags or IDs).

Impact on Merge Operations

These rules are applied when you Accept a merge from the Duplicate Steward View. As a result:

  • The best value is selected automatically

  • Manual review is minimized

  • Merges stay clean, reliable, and aligned with business rules

➕ Adding a New Rule

Click New (top right) to define a custom merge behavior for any additional field.

The Merge Field Rules section empowers admins and data stewards to:

  • Automate field-level decisions during merges

  • Improve merge precision and consistency

  • Reduce errors and cleanup effort

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