Questions tagged [merge]
The merge tag has no usage guidance.
165
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Why is my new active duplicate rule not taking precedence over an older and now deacivated duplicate rule?
I'm attempting to use Contact merge app with the non-profit success pack, however upon using contact merge, duplicate contacts appear with the duplicate rule ID being "Name and DOB check". ...
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87
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Invoke standard Case Merge action via LWC
Would it be possible to invoke the standard Salesforce Case Merge action from LWC?
Having a new component like say action-form similar to existing record-form component would work well. for example:
&...
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63
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Identify child records that were re-parented due to Account merge
When an account, Account B gets merged into Account A, the child opportunities are reparented to Account A. I want to identify which opportunities belonged to Account B before the merge. I tried using ...
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2
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2
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110
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Account.MasterRecordId does not belong to SObject type Account
I constantly get an System.SOBjectException during execution of afterDelete trigger for Account object. This exception is raised when the SObjectUtils.getIdsFromField is invoked. I've just run the ...
- 452
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131
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When merging two contacts in the same campaign with different campaign statuses, which status "wins"?
When two or more contacts belong to the same campaign and are merged in Salesforce, which campaign status is kept? For instance, contact A is in email subscription 1 with a status of "Subscribed,&...
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272
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Unable to merge Accounts due to Account Team Members
A user tries to merge two duplicate accounts and is getting the insufficient permissions error.
The user has delete permission on accounts, opps and contacts.
Both accounts are owned by the same user (...
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49
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"Push to Scratch Org" is successful but no data is in Salesforce scratch org
I have a big bunch of code I'm trying to get to merge - it's from building an Experience Cloud portal which took a few weeks so it fell way behind our master. We've managed to get the code largely ...
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143
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How to manage subscribers in SFMC where subscriberkey is going to change, impact on journeys and campaigns
Current subscriberKey: In SFMC, we use a unique identifier "Customer_ID" as our SubsciberKey.
Use-case: There is a very small percentage of customers where "Customer_ID" may change ...
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-2
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1
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125
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Mass Contact Merge in Apex
I am trying to implement Mass merge of contacts in apex, Like uploading a CSV of multiple records which has would have details like retainable ID , duplicate contact Id etc., now I need to traverse ...
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126
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How to perform validation of data on Account Merge Operation
I am in a situation where I need to perform some validation on merging Account records. I believe this is possible through triggers. On checking the articles, I got to know that Delete and Update ...
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110
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Is there a way where I can redirect the page to a record after insert trigger without using visualforce aura or lwc?
All I want to do is merge leads after the insertion of one lead(if found duplicate).
merging is working correctly but I want it to redirect to the merged lead record after merging. Is there a way we ...
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684
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What happens to oppty records when merging accounts?
when merging accounts in SFDC and both have opps (open and closed) and I want to keep all the data and history for both records, would that be possible? Or will the master account that’s identified be ...
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237
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Merge Accounts - Values are not copied to master record from the record to be merged
I'm trying to merge two account records using Apex merge method but the issue is values are not copied to the master record from the record to be merged. Based on the solution in this thread Merge DML ...
- 6,774
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2
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569
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Cleaner way to filter specific object ids from List <String>?
I am trying to update one of the related objects once the Account merge is completed.
Database.MergeResult results = Database.merge(masterAcct, duplicateAcct, false);
getUpdatedRelatedIds() method ...
- 421
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171
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How can I merge two Account custom objects into one without saving it to the database?
I have two saved account objects with the same Name and Email.
Use case:
I need to display these two objects' data to a user.
The user selects one master object
System merges whole non-master object ...
2
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418
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Can I use exclusively declarative automation to merge records?
I am working to build an automated process that will find two records that meet a set of criteria and merge the two records.
It seems like in a perfect world, there would be a pink "Merge records&...
- 21
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254
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why Created Date fields is also update on merge records?
I'm merging the old existing lead with a new lead. but the problem is in the new lead all Created Date and other information is also getting updated in the new lead. which I don't want can anyone ...
- 115
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339
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Delete Case button access removed while keeping Delete Case access on object for merge purpose
I have a requirement to remove the access for specific users, on the Delete case List View button.
These users should still have Delete access on the Case object, in order to be able to merge cases.
...
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165
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How to retain the create date of a deleted Lead record after merging
What I would like to achieve via automation is to record the created date of the latest record on the retained record after merging.
Example:
A new lead comes in on 01/01/22 and a duplicate lead is ...
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1
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1k
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How can you get the merge field to take a url field from an object and set it to show up as a picture image in lightning email template?
I am trying to have Salesforce LEX Email Template populate a specific image from a field that's from a Account object and (fyi) the field data type is URL. My idea was simple, put the url into the ...
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1
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158
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Updated API method to detect merged records
Following the answer on this question, I had been using SELECT Id, isDeleted, masterRecordId FROM Contact WHERE masterRecordId != '' and adding AND SystemModStamp > [the last time we checked] with ...
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710
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Merge picklist value for a record type into metadata API
Hello,
I work on a project with visual studio code (source format) and we use Bitbucket to stock metadata (metadata api format via Ant migration tool).
I added a picklist value for a specific record ...
- 713
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190
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Can I use SOSL to identify all records with a certain lookup value?
What happened: someone incorrectly merged two contacts. A host of related objects had lookups populated to these two contacts. When the contacts merged, all those objects were updated to all point to ...
- 3,732
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432
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How to connect an external id to another record using apex
I currently have a situation where new contacts are created with the chance of creating duplicates. The existing contacts have an external id. Since it is not possible to merge external ids with ...
- 2,294
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680
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merge contacts with different currency values
I've got two contacts that I can't merge and here is the message I receive from Salesforce
The selected records have different currency types. To merge them,
first edit their currency types to be the ...
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1
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1
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617
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Can you merge a new contact with an existing experience contact
Can you merge a new contact with an existing experience contact where the contact on the experience user get replaced by the new contact.
I understood that it is not possible to update the contact on ...
- 2,294
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149
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What happens to child objects after a standard Account Matching Rule?
I have 20 duplicate accounts.
After merging 3 of them, all the children of these 20 accounts have been attached to only one of the merged accounts.
I precise that standart duplicate and matching rule ...
- 448
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445
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Merging Account Records Using SOAP With Python
I'm working on trying to merge a list of records in Salesforce via the SOAP API using Python.
I am able to get a Postman POST request to work, but I am running into a roadblock with getting the SOAP ...
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3
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1
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2k
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Merging two lists into one
I have two different lists. A list of opportunities and a list of sales (Umsatz__c), the accountid appears in both lists. How can I merge these lists into one finallist at account level?
This list ...
- 105
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619
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Impossible SELF_REFERENCE error when merging cases
I have a process (built with process builder), which triggers on case comments that are created (not modified). There are no triggers, workflows or flows on case comments.
I merge two cases, neither ...
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300
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Merging Accounts on SOAP API While Preserving Data
I am working on some code right now to merge Accounts in Salesforce, but when I need to merge accounts I need to have certain fields preserved in case the victim account has something that needs to be ...
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748
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Merging Accounts Sets off Trigger
I have a trigger on the Opportunity object that runs after an opportunity is deleted, inserted, undeleted, or updated, or before one is deleted, inserted, or updated. We use this to start a process on ...
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608
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How to merge duplicate contacts in one contact which was created first by using batch apex
How can i merge duplicate contacts under original contact.
Orginal Contact : The contact which was created first is an original contact
And we have to merge all duplicate contact in that original ...
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139
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Handle new data from a merged Lead
I have a process that is sending Lead data out of Salesforce. The system of record is Salesforce. 3 months later, the Lead data sent comes back into Salesforce with updated data.
There is a chance ...
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367
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Catch22 with almost-duplicate contacts (not recognized but can't change) [closed]
I have pairs of Contact records that ought to be merged. The dupes are obvious to humans (e.g. if one is Fred Hampton, the other might be Hampton Frederick or FredHampton FredHampton), but SF says We ...
- 286
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1k
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Case Merge: Identify when merge operation is complete
I'm trying to run a cleanup job on the master case record after the merge is complete. I want to update and potentially delete duplicate junction records on the master record. What I'm finding is when ...
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1k
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Can we By pass - These contacts have the same related account.Open the related account record and remove redundant account–contact relationships error
We have enabled Many to Many relationships between Accounts and contacts using Account Contact relationship Junction Object.
When our users are trying to merge duplicate contacts we are getting the ...
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719
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Is there a flag or a way to know than an Account is a result of merged accounts?
In The AccountHistory I see an entry 'Account Merged'
However when I query the Account History Object to fetch a list of all Acocunts which are a result of merge, I cannot see the Account Merged flag....
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601
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Update field on winning merge record
Please let me know if this should be deleted and/or merged with other topics (but literally every single google result I get is purple already - I have looked at everything I can find).
Long story ...
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457
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Unable to Merge two account and giving the "Database.MergeResult = Invalid field IsCustomerPortal for merge;MERGE_FAILED;"
private static void DuplicateAccountMerge(List<Account> triggerNew)
{
try{
// Merges a new Account with an existing Account based on matching email addresses.
// Old ...
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1
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436
views
Error when Merging accounts if email address change from salesforce UI using apex
I have trigger and handler class. I'm getting the error
Merge failed. First exception on row 0 with id 0012h00000UXvezAAD; first error: ENTITY_IS_DELETED, entity is deleted: []
when I try to merge ...
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-4
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2
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861
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0
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647
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How to merge content from two .doc files into one using JavaScript in LWC or Apex [closed]
I have an input type file which takes two .doc files. Then I need to merge content from this files into one .doc file and download it. I supposed it is needed to read files as ArrayBuffer and then ...
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495
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Is there a Python library that allows you to merge duplicate accounts in salesforce? [closed]
I would like to merge 10000 accounts who already have a master account assigned to them. This was done on an Excel file manually.
I usually use the simple-salesforce API to update SF records, however ...
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285
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Database.merge - error "Invalid field IsCustomerPortal for merge"
I'm trying to merge accounts in apex using database.merge - Getting error "Invalid field IsCustomerPortal for merge". This field is available in Account object.
The org do not have customer ...
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1
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910
views
Merging Docx files into one - Apex
I have a requirement, which I should merge two or more word files (.docx) together into one file.
because I can't do arithmetic operations on Blob - I converted it to hex, made the arithmetic, ...
- 1,107
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2
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3k
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How to merge the header cells of the .csv file when exported on the button clicked by using lightning web component and apex code
I need to downlaod the data to .csv file by clicking on the button. I'm using lightning web component and apex class for doing this. But now I want to merge few of the header cells of the .csv file ...
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2
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1k
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We couldn't merge these cases. when merging account
I am actually having issues when merging two account or person accounts. Even if they do not have cases related to them, I am encounting the following error :
We couldn't merge these cases.An ...
- 2,525
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1k
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Case Merge: What happens with related records
We have custom objects that are related to the Case object. Until now we have been using custom case merge functionality, but it has its bugs, and are exploring moving over to the new SF case merge ...
- 701
2
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590
views
Updating the Case MasterRecordId field in Apex tests
I have currently got a bit of code running in my beforeUpdate trigger that updates 4 fields of a case once the MasterRecordId field is changed. This is because that field is used to distinguish ...
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