Difference between preserve and exclude data

[nagaklv]

Hello Community,

Can anyone explain what is the difference between preserve and exclude data  as part of cloning activity and get confused lot of times to get understand this concept

Can anyone explain with proper example and it would be great help.

.

Thanks,

Nagesh Klv

[pawan k singh]

Validate the outcome of Preserve and Excludes to understand it better while configuring clone profile.

I will not cover the definitions, as it is already having enough in community but will try to simplify the outcome here.

Please Mark this helpful, if it helps.

Regards

Pawan K Singh

[Allen Andreas]

Hello,

Thanks for contributing!

I don't think there was any confusion remaining after my response above from about 4 years ago that pretty thoroughly covered it to include definitions and an 18 minute video with an entire segment dedicated to exclude and preserves (which your image looks very close to what I covered in my video).

Either way, thank you though for offering to help! Take care!

[pawan k singh]

Dear Allen,

First of all thanks, and I must say your videos are truly amazing and informational. Kudos to you for your effort.

The video link seems to be broken or unavailable so I couldn't see it, and I was not pointing to your article for any confusion, there is no confusion at all and here you articulated very well.

I was, just trying to simplify outcome, which is yes ! very close to which you already have described.

Thanks for your effort and please discard if any confusion is there.

Regards
Pawan K Singh

[Nisar3]

Thanks. This image was very helpful. So in short,

Preserve - What to do with existing data in target

Exclude - What to do with incoming data from source

[Shashank_Jain]

Hello @Nisar3 ,

CC : @nagaklv 

This is how preserve and exclude works while cloning.

Preserve        Exclude                                                   Impact

Yes                   Yes                                     Target instance records remain unchanged.

No                     No                                      Target instance records get exchanged with the source instance. (copy)

Yes                    No                                      Target instance records remain unchanged and additional records                                                                                     added from source.

No                     Yes                                     Target instance records are removed (Make the table empty)

I'm attaching an image to clearly illustrate how 'preserve' and 'exclude' work

CC : @pawan k singh , @Allen Andreas , @Gaurav Shirsat Could you please verify if this is correct based on my understanding? Any additional points you would like to add are appreciated.

If it was the correct solution, mark this answer helpful and close the thread.

Thank you!