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1
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1answer
40 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 ...
0
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1answer
59 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
26 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 ...
0
votes
0answers
22 views

Merge accounts during insert

I'm trying to figure out if it's possible to merge a new account during an insert. We'd like to either prevent duplicates or auto-merge them. Part of what we're doing is creating accounts via an ...
2
votes
1answer
41 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
50 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 ...
0
votes
1answer
74 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
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1answer
93 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 ...
1
vote
1answer
240 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 ...
2
votes
1answer
174 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
31 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
1answer
145 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
2answers
533 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
240 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
134 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
133 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
143 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
365 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
363 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
833 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 ...