Changing the Cross-Entity Merge Settings

1. Open the Duplicate Manager App and navigate to Entity Configuration.
2. In the top panel, click the currently selected entity’s name to open the Entity Select Dropdown, and choose the entity you want to configure.
3. In the top panel, beneath the entity name, select the tab Cross-Entity-Merge.
4. Adjust the settings as described below, then click Save to apply your changes.

Column Mappings

When merging records from two different entities, you first need to define column mappings between them.
Since different entities often don’t share identical columns (names, data types, or formats), Duplicate Manager needs to know which columns from one entity correspond to which columns in the other.

Column mappings define where data from one entity will be transferred during the merge process.
For example, the entity Lead might have a column called “Account Name”, which represents the same type of information as the “Name” column in the Account entity.
By creating a column mapping between Lead.Account Name and Account.Name, you ensure that the correct data is merged between both entities.

Only mapped columns will be selectable when merging records of different entitites. Unmapped columns will be ignored and retain their original data.

You can check each mapping using the icon on the left. If a mapping could potentially cause issues during merging—for example, if the string lengths of the mapped columns differ—the icon will display an exclamation mark. Hover over the icon to see detailed information about the issue and take the necessary steps to correct the format before proceeding.

Next Steps

Configure Rules, change the Duplicate Prevention or set the Entity Settings.