If your user role permits, you can add or edit information in records, delete records, and add or delete related records. You can edit a single record or edit multiple records sequentially or in bulk. You can also enrich the records that you edit. You can't edit records that have pending changes.
When you edit a master record, MDM SaaS creates a patch record. A patch record is similar to a source record, but it only contains the master record fields that are edited.
Patch records are created for each source system. For example, when you edit a master record from the user interface, a patch record is created for the default source system. However, when you edit a master record value that originated from the Salesforce source system, another patch record is created for the Salesforce source system.
If you delete field group entries or field values from a record, the entries or values are deleted in the master record but aren't deleted in the source records. For more information about source records, see Establish the best version of the truth.
If a record is in the pending state, you can view the task summary. The task summary includes information such as the current status, assignee, and due date. To view the task summary, click the task ID.
For example, if a record is in the pending state and you want to edit the record, you can view the task summary to determine who the approver is. You can then request the approver to approve the record. After the record is approved, you can edit it.
If you're an approver, you can also view details about data changes.