How to Manage Mass And Schedule Merging

The administrator will have to guide the system to understand the "Schedule Mass Merge" feature in Zenroute through a sequence of steps:

Initial Setup:

• When no duplicate rules exist and Merge Rule is not enabled on rules, the screen will appear as shown.

  
  

• Click on the "Active Merge Rules" button to navigate to the Matching Rules page to enable Merge Rule on a specific rule.

  
  

Settings:

• After enabling Merge Rules on duplicate rules, the screen will display these settings.

  
  

Schedule Mass Merge Section:

• This section allows running mass merge jobs for Account, Contact, or Lead merge jobs.

Run Simulation:

• Toggle to mock the mass merging operation for selected rules.

• Helps identify the master record during merging.

• The "Merge Winner" field on the objects identifies the master record.

  
  

Select Merge Rule and Run Job:

• Drop-down displays all active and auto merge checked standard duplicate rules.

• Select a Merge Rule and click "Run Now" to execute the mass merge job.

• After clicking "Run Now," the executing message will be displayed, and the "Run Now" button will be disabled until the job completes.

  
  

Schedule Mass Merge Job:

• For scheduled jobs using a CRON expression.

• Enter the CRON expression and click "Schedule."

• After clicking "Schedule," the input will be disabled, and the job executing message will be shown.

Data Cloud Duplicate Rules:

• Utilizes the Data Cloud duplicate rules functionality to provide the Duplicate Records Set.

• During merging, finds the master record and maps all fields to the master record.

  
  

Mass Merge Functionality:

• After configuring the Mass Merge settings and running or scheduling the job, the process will find all DuplicateRecordSets under the selected DuplicateRule and merge DuplicateRecordItems.

• If "Run Simulation" is enabled, the record will not actually merge, and the "Merge Winner" field will be checked only on the selected Master Record in the process of mass merging.

• For more details about record merging, refer to the Zenroute Logs report, which contains all logs related to merging with record details.