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Questions tagged [merge]

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How to prevent users from merging contacts, but allow deleting contacts

Our business users had a specific requirement to allow certain users to retain the ability to delete records while preventing the ability to merge records. In our use case, the business had an ...
Jacob Crandall's user avatar
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0 answers
23 views

Salesforce Merge related records transfer

,  I'm hoping to find out if anyone has or knows where to find an official list of which related  "child" objects will be transferred during an apex merge of Person Accounts. My tests show ...
Elizabeth Hodges's user avatar
1 vote
1 answer
164 views

Salesforce Account Merge Trigger Execution in Bulk Scenarios

I came across the information regarding the execution order of triggers during the merging of Salesforce accounts, as discussed in this SF Stack Exchange thread: merge-trigger-execution-order. The ...
Salvation's user avatar
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1 answer
128 views

Prevent the merge of Contacts from different accounts

I have created a validation rule to prevent the merge of Contacts from different Accounts, but I get this error: AND( NOT(ISBLANK(PRIORVALUE(AccountId))), NOT(ISBLANK(AccountId)), PRIORVALUE(AccountId)...
Mónica's user avatar
  • 17
-1 votes
1 answer
144 views

Unable to merge contacts which enabled as portal users

As a user, unable to merge contacts which enabled as a portal users, received following error Error :You do not have permission to merge contacts enabled as portal users. But able to merge contacts ...
Sarath Bhusarapu's user avatar
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0 answers
19 views

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". ...
Melted Element's user avatar
0 votes
1 answer
298 views

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: &...
Peter Gascoyne's user avatar
0 votes
0 answers
108 views

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 ...
Krish's user avatar
  • 1
2 votes
2 answers
202 views

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 ...
Rechu's user avatar
  • 452
2 votes
0 answers
307 views

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,&...
Amelia Garber's user avatar
0 votes
0 answers
457 views

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 (...
MarkB's user avatar
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0 answers
216 views

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 ...
kl2's user avatar
  • 343
-2 votes
1 answer
206 views

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 ...
Kishore's user avatar
-1 votes
1 answer
147 views

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 ...
Yatharth Sharma's user avatar
0 votes
1 answer
1k views

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 ...
Daniil Nguyen's user avatar
0 votes
1 answer
394 views

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 ...
Bforce's user avatar
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0 votes
2 answers
718 views

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 ...
SunnyG's user avatar
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0 answers
190 views

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 ...
Alexander Belenov's user avatar
2 votes
0 answers
603 views

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&...
naptownbrown's user avatar
0 votes
1 answer
360 views

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 ...
whoisnilu's user avatar
  • 115
0 votes
1 answer
436 views

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. ...
blanco17's user avatar
0 votes
1 answer
236 views

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 ...
Andrew Jones's user avatar
0 votes
1 answer
1k views

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 ...
Panda Coder 1's user avatar
2 votes
1 answer
247 views

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 ...
Jonathan Stegall's user avatar
1 vote
1 answer
900 views

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 ...
Oupat's user avatar
  • 733
1 vote
1 answer
227 views

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 ...
smohyee's user avatar
  • 3,846
1 vote
1 answer
556 views

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 ...
Thomas's user avatar
  • 2,298
0 votes
1 answer
975 views

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 ...
Jen's user avatar
  • 1
1 vote
1 answer
870 views

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 ...
Thomas's user avatar
  • 2,298
0 votes
0 answers
207 views

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 ...
Jojosfdc's user avatar
  • 467
0 votes
1 answer
528 views

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 ...
Perdue's user avatar
  • 121
3 votes
1 answer
2k views

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 ...
Rag21's user avatar
  • 105
0 votes
1 answer
921 views

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 ...
Sander de Jong's user avatar
0 votes
1 answer
440 views

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 ...
Perdue's user avatar
  • 121
1 vote
1 answer
1k views

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 ...
Wheeeeeecode's user avatar
0 votes
1 answer
851 views

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 ...
Deeptanshu Kumar's user avatar
0 votes
0 answers
163 views

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 ...
Tyler Zika's user avatar
  • 2,882
0 votes
1 answer
523 views

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 ...
Foo Bar's user avatar
  • 296
1 vote
1 answer
1k views

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 ...
Andrew L.'s user avatar
  • 837
2 votes
0 answers
2k views

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 ...
vara's user avatar
  • 75
0 votes
2 answers
1k views

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....
GroundToCloud's user avatar
1 vote
1 answer
852 views

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 ...
david5712's user avatar
0 votes
2 answers
583 views

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 ...
user41705's user avatar
0 votes
1 answer
549 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 ...
user41705's user avatar
-4 votes
2 answers
1k views

JSON array into map with duplicate values [closed]

Final result when i tried the below code.
starboy The's user avatar
0 votes
1 answer
837 views

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 ...
Georg's user avatar
  • 3
0 votes
1 answer
605 views

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 ...
Salma Bouzid's user avatar
1 vote
0 answers
331 views

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 ...
Anand Jeevakan's user avatar
0 votes
1 answer
1k 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, ...
Salvation's user avatar
  • 1,189
-1 votes
2 answers
4k views

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 ...
eshu indhu's user avatar