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0
votes
1answer
14 views

Unable to pop values from a standard object onto a custom object

I am trying to pop up values from a Lead lookup field on a custom object in email template. I am using the detail link {!Lead.Link} in an email template. Please let me know how to populate values.
0
votes
1answer
15 views

Issue with Conga Subquery not returning the correct value in a detail table

I'm having an issue with where a value from a subquery in a conga query is not returning the correct value in a detail table. I tested the conga query in Salesforce query editor and its working ...
1
vote
1answer
45 views

Why fire only two triggers on merge?

Salesforce only fires two triggers on merges: The delete triggers on the merge loser The update triggers on the merge winner Triggers do not fire for any children records of the merge loser that ...
3
votes
1answer
37 views

Merge Multiples Accounts by Selecting a CheckBox

I have an app to show iteratively the IDs by selecting a checkBox. I need to merge the selected accounts, how can I do that? This is the Controller: public class MyAccountListCntrlr { // ...
0
votes
2answers
45 views

How to not create a new Account in convertLead()

I developing an app, which convert all Leads to Contacts, but it always create a new Account. How can I code a method which validates if the Company Name is the same than any existing Account.Name, ...
2
votes
2answers
49 views

How to convert all my Leads to Contacts

How can I convert all my leads to contacts without creating new opportunity? Can somebody give me some example? Thanks in advance.
1
vote
1answer
51 views

How to merge two custom SobjectTypes metadata (fields)

Can we merge two objects together ? Get fields from 1 object and put them in another object simultaneously deleting one. for some reason we have two "contract" objects in salesforce and one has more ...
1
vote
0answers
27 views

Visualforce case assignment template visibility issue

I've created a Visualforce email template to use as notification when a case is assigned to a user (By setting the template in Support Settings > Case Assigned Template). Let's say it looks something ...
0
votes
1answer
25 views

How can I merge records in my SET?

My code is adding contacts in a loop. The issue I am trying to solve is that if I get more than 1 contact record with the same email address, I need to modify a custom field on the contact record ...
3
votes
1answer
109 views

When one merges accounts, contacts or leads what happens to lookup relationships?

I imagine if the lookup relationship points to the merge winner, then nothing changes, but what happens if the lookup points to the merge loser? Does the lookup afterwards get automatically updated to ...
3
votes
1answer
85 views

Merging ideas in Apex Test class

I have written a batch class which picks merged ideas and sent certain notification emails to idea creators.Batch works fine. Now same functionality has be tested in test class. In the test class, how ...
3
votes
1answer
160 views

Batch merging via Apex?

Hello and thank you in advance. I'm looking to merge about 2000 records (about 1000 merges in total). My question is whether there is a best practices for this type of task. I'm able to merge 1 set of ...
0
votes
0answers
23 views

Merge Failed when Merging Contact Record

I am working with merge DML. I want to merge the Contact whose Account owner is same. Like, I have 4 record 2 of them Account owner is same and another 2 Contact's Account Owner is same. I have to ...
0
votes
0answers
17 views

Merge Leads Counter for Leads Record

I have a use case that we want to make Lead Counter when a lead is merged and should have a counter like for e.g 1,2,3 times it has been merged with an existing lead. So please suggest some ideas how ...
1
vote
1answer
61 views

Merge Duplicate Account

I need to merge duplicate Account, for that I loop through DuplicateRecordItem and put DuplicateRecordSetId and Set into a map. Now I looped through duplicateRecordset and try to merge account but ...
0
votes
1answer
31 views

Best way to complete the merge process

I am trying to clean my org and need to merge duplicate accounts. I am using SOAP to first find out duplicates and then merge them. I am concerned about the downtime. I am looking for ...
0
votes
1answer
65 views

How to prevent users from deleting contacts but allowing merging of contacts

Need the ability to prevent users in a profile to be able to merge contacts but prevent them from clicking on delete button from contact detail screen and from related lists. In before delete event, ...
0
votes
0answers
14 views

Mail Merge Doesn't Copy Data Every Time

We have setup a mail merge for an agreement but it doesn't always copy the data over into a word document. It sometimes leaves things blank. We have tried it in IE and Chrome and get the same results. ...
1
vote
1answer
127 views

Can you merge a lead via apex trigger?

Is it possible to use a trigger to automatically merge records? Or is the best way to accomplish this is to update the values of the intended master record from the losing record, delete the losing ...
0
votes
1answer
97 views

Opportunity Merging: Campaign Influence

As Salesforce has no native function to merge Opportunities I'm looking into creating my own. I'm comfortable with the field mapping/child records (products, activities, attachments etc) but the one ...
1
vote
1answer
45 views

How to handle incompatible portal types during merge using code?

I m doing merging using MergeRequest at Visualforce side, for(var i=0;i < records.length;i++){ if(i==masterRecordIndex){ continue; }else{ var mergeRequest=new ...
0
votes
0answers
33 views

Internal server error when trying to merge accounts

I am using the merge accounts feature and I am able to get as far as selecting the accounts I wish to merge and their respective fields. Once I click the Merge button, I receive the below error. I ...
1
vote
1answer
664 views

Merge Accounts permission for a non admin users

How do we grant permissions to non admin user to merge accounts in salesforce. Note : I gave delete permission for the user on account object, edit on opp,cases, contacts and also edit on other ...
6
votes
2answers
262 views

Why does Salesforce not have an out-of-the-box option to merge opportunities?

In our org we regularly end up with duplicate opportunities due to small problems in our API integration (out of my control, unfortunately, but I am responsible for much of the de-duping -- hence my ...
1
vote
1answer
18 views

Account contact info in mail merge

Does anyone know how to pull a contact from an account into a mail merge template? I have merged all the account fields but am having trouble isolating a contact name to include in the mailing. I ...
1
vote
3answers
119 views

Bypass custom Contact trigger on a Contact merge

I have some custom beforeUpdate trigger code on the Contact object that I want to bypass if the update is the result of a merge. Is there something similar to the MasterRecordId used on the losing ...
7
votes
1answer
757 views

Too many if statments?

So the Apex docs say you have to set the value of the master record if you want to retain the discarded account field values before the merge operation. Is there a better way to do validation for a ...
1
vote
1answer
171 views

How to de-duplicate recored in customized object?

I have 250K disordered and duplicated records in a customized object. After i search salesforce help document, i found that merge() function looks like not support customized object. But, if i use ...
4
votes
3answers
620 views

Can two Person Accounts be merged using DML merge operation?

I am trying to merge two person accounts in apex code using merge operation. I am getting the following error: Merge failed. First exception on row 0 with id 001A000001AO7UdIAL; first error: ...
3
votes
1answer
578 views

UI for custom merge

I'm working on a custom object merge feature and am having difficulty replicating the standard SF merge UI. I'm hoping to use <apex:selectRadio> to display field values on a row, with the ...
2
votes
1answer
279 views

bypass validation rule upon merging?

How can we bypass validation rule when using the oob merge process. I can't figure out what field identifier to use as my criteria on validation rule that will tell me that user is processing merge ...
1
vote
1answer
748 views

Conga Mail Merge parameters in url

I'm trying to get Conga Composer to work. I want to generate a mail merge, where, in Conga, the user is given the option of selecting which records are to be merged. I have a button on a custom ...
1
vote
1answer
81 views

Mass Merge Move attachments back to previous account

Mass Merge of account happened by mistake and we need to move all the attachments back to the original accounts. I went into the recycle bin to undelete all merged accounts. Is there a way to look in ...
2
votes
3answers
495 views

Is it possible to automatically merge multiple sets of duplicate contacts?

I have >100 sets of contacts, each with its own duplicate records. I plan to merge them, but would prefer not to do it manually one contact at a time. Is there a way to get salesforce to do it all ...
1
vote
1answer
165 views

Combining EmailTemplates - no way to automatically merge fields of templates?

another newbie VS question. This is how far i got (pls cf picture) get a list from available templates from a certain directory add each selected template into editable textarea use the edited ...
4
votes
2answers
646 views

Joining multiple attachments into a pdf

I have multiple attachments of type image,pdf,text,word etc. I want to merge them into a single pdf. Is it possible?
4
votes
1answer
165 views

What happens to a record that is deleted as part of an after insert trigger?

I have some unmanaged code that creates child records to be attached to a Lead record after insert. Unfortunately, my org contains some managed code that also runs on a Lead after insert, and it's ...
3
votes
2answers
1k views

When Merging Accounts, how may I distinguish child records of the “losing account”?

When merging accounts, I want to be able to update the owner of the re-parented opportunities, and custom objects under account to the owner of the "winning" account. My current trigger runs "after ...
3
votes
1answer
961 views

When Merging Duplicate Contacts, is the Id of the Non-Master Record redirected to the Master Record?

When two contacts are merged, does the Non-Master Record Id get added to a list somewhere? It seems like it should, to ensure that Id does not get used again, redirect that Id to the Id of the ...
2
votes
2answers
60 views

Maintaining a reference to a record ID after a merge

So the scenario is as follows. I have a record (A) in the system. An external process inserts a new record(B), and then has the record ID for (B). It is then realised that (A) and (B) need to be ...
3
votes
2answers
289 views

SIte merged fields in Email Template is null

I have a customer portal and an associated site for it. I have modified the Email Template that salesforce uses when a new user is created through the customer portal. The email template needs to have ...
4
votes
3answers
1k views

write if/else condition for mail merge template

Does anyone have an example of an If statement in a microsoft word mail merge template? I would like to use salutation on some of my labels but not all records have data so salesforce replaces it with ...
1
vote
1answer
411 views

how to use merge fields in a template

I am trying to mimic the use merge fields used in email templates to something custom for my application. I am looking at ways for templating content to send sms. The api requires me to provide the ...
0
votes
3answers
263 views

Problem with Merge Statement?

I am trying to merge two lead records, please find below the code. Lead leads = [SELECT Email,company,RFI_Record_Type__c FROM Lead WHERE email IN:emailSet and Email !=null and Id not IN:leadIds ...
7
votes
1answer
176 views

How to Output Account Name Merge Tag with Dashes

When I use the account name merge tag {!Account_AccountName} to output the name of an account in an email message it shows up something like: Georgia’s Hair Salon. However, I'd like to somehow be able ...
3
votes
0answers
376 views

What are the limits of Conditional Merge Fields in Mass Email?

I'm trying to use conditional merge fields in mass emails from salesforce to customise the email based on account characteristics. The aim is that based on checkboxes I can create a much more ...
0
votes
1answer
889 views

How to specify recipient name in text email to user?

Question How can I add the first name of a user email recipient to a text email template? Background I'm building an approval email template. The same template is used for various approvers which ...
10
votes
1answer
997 views

Programmatic capabilities for reacting to Account Merges

Who has dealt with merges in triggers? I know a merge operation (specifically Account merges) fires a delete trigger on the loser, and an update on the winner. To what degree can I, programmatically, ...
3
votes
1answer
2k views

Account Merge - Opportunity is not updated / touched?

Could someone who knows better verify: I just tested and it seems to me that if I merge - Account 1 with 2 opps (destination) Account 2 with 3 opps ...that the resultant Account 1 with all ...