Merges the information from two entity records of the same type.
Parameters allow for data to be passed to the action.
|crmbaseentity||False||True||The target of the merge operation.|
|crmbaseentity||False||True||The entity record from which to merge data.|
|crmbaseentity||False||True||Additional entity attributes to be set during the merge operation.|
|Edm.Boolean||False||True||Indicates whether to check if the parent information is different for the two entity records.|
Use the Merge action with the following entity types:
|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.|