Merge with confidence
Preview every change, control field-level decisions, and undo anything with a complete audit trail.
Native Salesforce Merge for Account, Contact & Lead
We use Salesforce's native SOAP API merge for these three objects, giving you the same merge behavior as the Salesforce UI:
- Full merge audit trail in Salesforce
- All related records reparented automatically
- Atomic operation (all-or-nothing)
- Works via API, optional LWC components
For custom objects and other standard objects, we use a consolidate-and-delete approach that reparents updateable relationships and deletes the duplicate.
Field-Level Merge Control
See exactly what will happen before you merge.
- Preview all field values side-by-side
- Choose winner for each conflicting field
- See which fields will be updated
- Handle empty vs populated fields
Field Survivorship Rules
Define how conflicts should be resolved automatically.
Automatic Reparenting
Related records are preserved when possible during merge.
Example: When merging two Contacts, full reparenting moves Tasks, Events, Cases, and Opportunity Contact Roles to the surviving record.
Note: For Account, Contact, and Lead objects, Salesforce's native merge API automatically reparents all related records. Best-effort reparenting applies to custom objects and other standard objects where we use a consolidate-and-delete approach—only updateable lookup relationships can be reparented in these cases.
Auto-Merge
Automatically merge high-confidence duplicates on a schedule.
- Configurable confidence threshold (e.g., only auto-merge 95%+ matches)
- Schedule daily, weekly, or monthly
- Full audit trail for all auto-merged records
- Safety limits prevent runaway merging
Bulk Merge Operations
Merge multiple duplicate sets at once with consistent rules.
- Select multiple duplicate pairs to merge
- Batch processing with a success/failure summary
- Single audit log entry per bulk run
- Bulk revert available from the audit log
Data Cleansing Rules
Standardize and clean data automatically during merge.
Automatic on merge: Cleansing rules are applied automatically when records are merged, ensuring the surviving record has clean, consistent data.
Approval Workflows
Require manager or data steward approval before merges execute.
Governance for critical data — Prevent unauthorized merges on high-value records like enterprise accounts or key contacts by requiring approval before execution.
Complete Audit Trail
Every merge is logged with full details and undo capability.
- Full merge history for every record
- User attribution (who merged what)
- Timestamp and field-level changes
- Before/after snapshots
Bulk Revert
Made a mistake? Revert multiple merges at once with a preview of what will be restored.
Note: For Account, Contact, and Lead merges, Salesforce's native merge creates a permanent audit trail within Salesforce and automatically handles record cleanup. For other objects, our consolidate-and-delete approach maintains a separate audit trail that enables revert functionality—the deleted duplicate can be restored along with its original field values.
Unmerge & Restore
Reverse any merge operation and restore records to their original state.
- Recreate deleted records with original field values
- Revert winner field changes automatically
- Re-reparent related records back to original parent
- Bulk unmerge entire operations at once
Peace of mind
Mistakes happen. With True Record's unmerge capability, you can reverse any merge and restore your data to its pre-merge state—no Salesforce support ticket required.