Is it possible to edit the record information prior to merging?
Scenario: You have two separate accounts for John Smith and Sally Smith and you want to merge them. But how do you change the account name to reflect ‘John & Sally Smith’ rather than only one name being merged?
Solution: Each field or cell is fully editable in the merge grid using inline editing.
If you want to merge the records and make edits, do your edits in the blue Merge Preview column. When you click Merge the records will be merged and any changes you have made will be updated on the final record in Salesforce.
If you only want to make changes to the individual records, work from the columns in white on the right side of the table. Make any necessary changes, and then click Just Save. The updates will be made in Salesforce, but no records will be merged.