Merge Action

Merges the information from two entity records of the same type.

Parameters

Parameters allow for data to be passed to the action.

Name Type Nullable Unicode Description
Target
crmbaseentity False True The target of the merge operation.
Subordinate
crmbaseentity False True The entity record from which to merge data.
UpdateContent
crmbaseentity False True Additional entity attributes to be set during the merge operation.
PerformParentingChecks
Edm.Boolean False True Indicates whether to check if the parent information is different for the two entity records.

Entities

Use the Merge action with the following entity types:

Name Display Name Description
account Account Business that represents a customer or potential customer. The company that is billed in business transactions.
contact Contact Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
incident Case Service request case associated with a contract.
lead Lead Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.

See also