Constituent Merge Tasks

When you run a constituent merge process to merge records in your database, the process uses a merge configuration to determine what data to merge from source constituent records to target constituent records. In turn, the merge configuration uses constituent merge tasks to select the fields and records to include in the merge process, how to handle duplicate data, and what to do with source records after the merge.

When you create a merge configuration, you select merge tasks to include. Each merge task handles data associated with constituent records, such as phone numbers and sales orders. If you do not include a merge task in the merge configuration, you exclude the data that the task handles from the merge process. For some merge tasks, you can edit how the task merges data. For example, with the Addresses merge task, you can select whether to retain duplicate addresses and whether to maintain the primary indicator on the source or target’s address.