CRMfusion Forums

[Sticky]  Common settings for Account, Contact & Lead CRMfusion pre-built scenarios  


Olivia Hinkle
Data Super Hero Admin
Joined:1 year  ago
Posts: 305
May 16, 2017 4:48 pm  
  • Selection of Objects:  Use all objects
  • Update Fields where Master is Empty:  All selected
  • Combine Field Values: None Selected
  • Merge Type: Salesforce Merge
  • Extra Field Logging:  None
  • Master Rule:  Varies by object
  • Only uses Standard Salesforce fields
  • Once downloaded, move from your download folder/location to the default location for Single Table Dedupe account scenarios:
    • Documents\DemandToolsData\Scenarios\Account
    • Or, move to the location of your choice

Olivia M.J. Hinkle
Product Adoption Manager