What should survive when duplicate CRM accounts are merged?
Merging duplicate company records can clean up reporting while also collapsing details that were intentionally different: regional ownership, consent state, open opportunities, support history, external IDs, and field values from separate systems. What merge contract prevents silent data loss? I would expect a chosen survivor record, field-level precedence rules, a redirect from retired IDs, preserved source attribution, reassignment of related objects, and an audit record that can reconstruct the pre-merge state. How do you handle conflicting permissions and account hierarchies, downstream systems that still reference the losing ID, and the rare case where a merge must be reversed after new activity has already landed on the survivor?
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