Custom survivorship rules

You can create custom survivorship rules to determine the winning field values or record when records are merged. When survivorship rules are applied, they override regular Network survivorship rules (source rankings, merge instructions).

Field Level Survivorship

Define business logic for merge rules to ensure that field values are not lost or overwritten when two records are merged together; particularly custom field values.

Field level survivorship applies to merges only.

Supported fields

Supported for Veeva fields (__v) and custom fields (__c).; custom keys are not supported.

For detailed information, see Field level survivorship rules.

Record Level Survivorship

Define rules to determine survivorship based on the recentness of the data.

Record level survivorship applies to updates and merges.

Supported objects

Supported for sub-objects and relationship objects.

For detailed information, see Record level survivorship rules.