Questions tagged [merge]
The merge tag has no usage guidance.
105
questions
0
votes
0answers
13 views
How I Update Total Number of Contacts On Account Merge
TotalNoOfContacts fields on Account object are updated when any Contact Inserted or Deleted. which show how many Contacts under one Account.
On Merge Accounts Child Triggers not fired then how i ...
2
votes
1answer
58 views
How to merge record data and a pdf attachment and generate a single pdf in apex?
I have one pdf file as an attachment of record. I want to create a single pdf file that contains some data from the record as the first page and the attached pdf file as the next page. How I can ...
3
votes
0answers
27 views
How to merge two records via REST?
Both Apex and SOAP APIs provide a method to merge two records of a mergeable type (e.g., Account, Contact). Is there any way to access this functionality from a REST API? I've checked the docs and ...
0
votes
1answer
18 views
Minimum Permissions in order to perform Merge
I have implemented a custom solution for Account Edit where i have overriden Account edit action with a custom Lightning Component. I have some criteria where when they are true, i call via Apex, ...
0
votes
1answer
114 views
Trigger on merge Accounts from Duplicate Record Set
i have the following case related to Merge Operation:
We use Duplicate Record Set Object and Duplicate Record Items in order to manage duplicate records for Accounts. We have a custom process where if ...
0
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0answers
9 views
NPSP Merge Error when using Communities
We have a client on NPSP that is also using Communities. There's a fair amount of automation adding Community Users to Chatter and Public Groups, etc....
There are duplicate Contacts, one of which ...
0
votes
2answers
65 views
illegal assignment from datetime to date on SObject.put when merging Accounts
i have a method that gets an Account record and a List of Ids... Then, it merges the Account with all the ids in the list by keeping as Master Record the Account input. But when date fields have a ...
0
votes
0answers
16 views
Merge string is not working to display PDF
I am using below code to merge two pdf into one page,
Apex Class
public String pdf {
get {
PageReference pg = new PageReference('/apex/demoVF');
Blob b = pg.getContentAsPDF();
...
0
votes
1answer
30 views
How to update some fields on record on merge operation from “Find Duplicate” button
I need to update some fields in my lead record only when the merge process runs through "Find Duplicate" button and not on normal update operation. Can it be achieved through trigger or do I need to ...
0
votes
2answers
55 views
Apex trigger to stop duplicate records into SF if email already exists on a person account
I have an existing trigger which converts leads into peron accounts if the company name is blank.
Trigger AutoConvert on Lead (after insert) {
LeadStatus convertStatus = [
select ...
0
votes
0answers
40 views
mass merge accounts - tool suggestion anyone?
We have 2 sets of accounts in one org and would like to merge them. They are currently separated by Account Record Types, so I'm really asking if there is a way to merge 2 record types into one. We'd ...
2
votes
1answer
53 views
Unable to Create/Update Fields CreatedDate - Database.Merge Leads
I am trying to merge leads with the Database.merge method of syntax merge(masterRecord, duplicateIds, allOrNone), but I'm getting the following error:
Unable to create/update fields: CreatedDate. ...
1
vote
2answers
494 views
Merge method in apex
In apex, there is merge method to merge accounts but I am confused about this method. Does this method merge all related object even if there is custom object?
0
votes
2answers
56 views
Merge duplicates
In regards to @sfdcfox response to the solution on following thread
Batch merging via Apex?
Sorry to invoke this old post but I have a question about Merge_From__c lookup field on the custom object. ...
0
votes
0answers
128 views
Best practices for importing leads and contacts from trade shows
I'm the new manager of a mid-size Salesforce org for a company that has some presence at industry tradeshows. At the end of each show, there's always a list of leads to be imported into a campaign.
...
0
votes
1answer
302 views
How to perform mass merge for duplicated records in a custom object?
I have a custom object A and a custom object B.
Custom object A is the parent object.
Custom object B is the child object.
The relationship between custom object A and custo object B is a master-...
0
votes
1answer
69 views
Any pattern for merging fields of multiple objects of same type
I have a class called Texttypes and TextRoller as shown below:
public class TextTypes {
List<String> goodTexts = new List<String>();
List<String> badTexts = new List<...
1
vote
2answers
48 views
Merging contacts does not swap the Order.BilltoContactId or Order.ShiptoContactId
Per the Database.merge documentation, when you use the Apex merge operation, all of the losing Contact's children should be reparented to the winning Contact.
Merges the specified duplicate record ...
1
vote
0answers
63 views
Does apex record merge do the same as Lightning Duplicate Merge?
We need to customize the behavior of the Lightning Merge wizard. But, as far as I understand, this wizard is not customizable. So we are going to create a custom Lightning component with a similar ...
1
vote
2answers
1k views
Merging records in bulk
I'm implementing Database.Merge to merge duplicate Account records in bulk, but it allows only 3 records to merge. If I perform this dml in loop I'll get Too many DML statements: 151 error, so I have ...
6
votes
1answer
107 views
Is there a XSD for validating metadata XML files?
So in order to run many parallel projects, we are exporting our metadata to XML within version control. As a result we often have to merge changes from multiple projects that affect the same file (a ....
0
votes
1answer
74 views
Adding validation to lead merging
My organization has a requirement that prevents two leads from being merged together when they each have a different value in a certain field (named UUID__c). We created an after delete trigger that ...
3
votes
1answer
60 views
How to merge methods into one
How can I merge these two methods that just set the date for child records when the parent record changes? Or should I just keep them separate?
public with sharing class Tables {
public static ...
0
votes
1answer
331 views
What does merging duplicate Leads/Contacts/Account do at the record and related record level?
I am exploring the Duplicate Merge features in Salesforce Lightning Experience. I am wondering exactly what happens when you choose to merge records:
Do the merge-from records get deleted?
Do the ...
0
votes
1answer
489 views
Merge field not populating
This is my code to send an email in apex. I have created a text Email Template where i need to use first name from contact. How ever the {!Contact.firstname} field is not populating.When i press "send ...
0
votes
1answer
403 views
Merge Contacts through API Endpoint (3rd Party App?)
My understanding (after googling this intermittently throughout the last 12 months and vainly hoping the answer to be different each time) is that there is no Salesforce API Endpoint that a user could ...
0
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1answer
26 views
0
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1answer
324 views
Batch apex for account merge DML operation
I have a requirement where I need to merge accounts if a particular field 'vendor_code__c' value is duplicate across the accounts.There is also 2 condition that the :-
1st condition
Account of record ...
1
vote
1answer
321 views
Merging subscriberkeys and records
We are facing a issue, where we want to be able to merge records for 2 or more subscriber keys. We know that this is not a standard functionality, so how should we best approach this?
The key element ...
1
vote
1answer
1k views
Account Merge Trigger Execution Order
When account is merged, what's the expected trigger order? Does the wining account get updated first or does the losing account get deleted? What happens when the child records are reparented?
2
votes
1answer
123 views
Automation on lead merge
I have a simple requirement of capturing the "newest" created date when two leads are merged. As far as I can tell the only way to detect a lead merge would be in delete trigger and look for ...
0
votes
1answer
80 views
Notification in Contact update when Contact is merged
When contact is merged and assume winning contact is updated, is there a SFDC standard event that will tell us that "winning contact is updated as part of merge process NOT regular UI record update"? ...
2
votes
1answer
52 views
alert message while account merge
i wondering there is way to alert messaging, while account merge.
for example, account A must be master record. account B must be merge record
i wish the message appear like "you can't merge !!" ...
1
vote
0answers
89 views
Merging accounts with chatter feeds and attachments
According to Salesforce documentation:
When duplicate records are related to items such as campaigns or
activities, Salesforce relates the items to the merged record, with
some exceptions. ...
1
vote
0answers
17 views
Standard way to identify the child records of an Account in an Account Merge Process
This is a problem I am facing in the identification of the Child Records that gets moved into a Surviving account, out of the Standard Account Merge process. Is there a way of identification of suck ...
0
votes
2answers
610 views
Merging multiple attachments of a record into a single pdf
Is it possible to merge multiple attachments of a record into a single pdf using javascript or Jquery. Has anyone tried this kind of scnario. If yes, please guide me towards the solution.
Regards
1
vote
1answer
438 views
Bulk merge of Contacts across different Accounts
I've created a class to manually do a mass merge of Contacts from different Accounts, creating AccountContactRelation records between the new master Contact and Accounts from the duplicates. Due to ...
3
votes
2answers
572 views
Merge duplicate Contacts across different Accounts does not create AccountContactRelation
In cleaning up our database and using the new AccountContactRelation to allow a Contact to link to multiple Accounts, I need to merge all the duplicated Contacts into one Contact with ...
0
votes
1answer
43 views
What would be the best method to pull 2 list (map or set) of Task for merging
A little background we had a 3rd party develop a vfp that forces reps to fill out a Task in a very specific way based on Program(Custom Object related to Account) criteria. Meanwhile these reps are ...
0
votes
2answers
145 views
How to pull the Share table from a Lead and insert it into a Contact when the lead gets merged to that Contact
When a lead gets converted, if it has a contact with the same name, it gets merged using Dupeblocker. The share table from the lead gets lost, I'm trying to copy that table and insert it into the ...
0
votes
1answer
193 views
merging profiles from different branches/orgs
would appreciate some suggestions on this problem I'm having.
Essentially it has to do with making a change to a profile, say a field permission and then propagating that through the other ...
3
votes
1answer
1k views
Merge DML Operation in Apex: why do blank fields of the master record supersede?
I need to merge the contacts on the basis of email id and owner Id. When I try to merge records, duplicate records are getting deleted but the fields which are empty in master record are not ...
0
votes
1answer
129 views
Why is Account Owner not always shown when merging accounts?
We're doing some account cleanups on our org by merging duplicate accounts. These accounts have different Account Owners. On the merge page, where you get to reconcile fields, sometimes the Account ...
4
votes
2answers
823 views
DML Merge Fails INVALID_FIELD_FOR_INSERT_UPDATE
Question
Is there something special you need to do before merging a record in apex to avoid an INVALID_FIELD_FOR_INSERT_UPDATE DML exceptions? I'm not actually setting these fields, so why does the ...
2
votes
2answers
215 views
How to implement my de-dupe code into batch apex?
My anonymous de-dupe Account apex code runs successfully until it hits a DML limit on the merge execution. I do not want to reduce the size of my query. How do I implement this in batch apex so that ...
4
votes
2answers
150 views
Cannot Delete Account - Where do merge validation rules live?
When I try to merge two accounts that have sales opportunities, I get the following validation exception:
Cannot Delete Account Sales Opportunities Exist
Based on the dearth of Google hits for ...
0
votes
1answer
151 views
Add Field to Step 2 of Merge Accounts
How do you add fields to the Merge Account comparison page on Step 2 of Account Merging? There are several fields that we have on Accounts that are not shown in this page. Can anyone shed some light ...
1
vote
2answers
452 views
Unable to merge the custom records in salesforce
I couldn't merge the custom SObject records. It shows an error like
Specified type Candidate__c cannot be merged
My Code is :
// Account creation code
List<Candidate__c> newCandidateList = ...
0
votes
1answer
2k views
Merging pdf attachments
I am trying to merge pdf attachments and sending it as email. I am able to merge them but the last pdf always get overwrite all the others and send email as one. When I checked my email attachment ...
3
votes
1answer
478 views
Lead Conversion- sometimes merges with existing contact and sometimes doesn't..why?
Sometimes when my users are converting leads, after they click "Convert", it will bring up another screen asking if we want to merge the lead with an existing contact. This is not consistent and ...
