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Questions tagged [merge]

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Use 'ContactEmail' field of Case in Lightning email template

I need to use the value of the "ContactEmail" field in a Case Lightning template. I wrote it manually, but the merge is not working. I even tried a classic template and it didn't work either....
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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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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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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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2 votes
1 answer
30 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 ...
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Merge two lightning-tabset

Hello Salesforce Developer, do you know, if there are any possibilities to merge two different lightning-tabset into one? When both of them belong to 2 different components and I would like to inject ...
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1 answer
32 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 ...
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1 answer
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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 ...
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1 answer
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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 ...
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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 answer
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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 ...
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Merge contacts I don't own

A user has a sharing rule that allows them to edit contacts in the role hierarchy. They can see two contacts that are duplicates - without granting them Modify All permission, is there any way to ...
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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 ...
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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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1 answer
377 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 ...
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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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34 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 ...
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Create Field that Updates Automatically Each Time an Account is Merged

I'm currently having an issue with a trigger for a scheduled process on our Opportunity object. The trigger fires both before and after any updates to an opportunity, which causes a scheduled job to ...
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1 answer
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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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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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Merge Accounts with accountTeammembers - Trigger event order

I have a custom fields on AccountTeamMember which is unique and updated by After Insert and After Update Trigger. When I try to merge 2 Accounts and on the not Master Account there are ...
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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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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 ...
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1 answer
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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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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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2 answers
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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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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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2 answers
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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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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 votes
2 answers
351 views

JSON array into map with duplicate values [closed]

Final result when i tried the below code.
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0 votes
1 answer
187 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 ...
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1 answer
268 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 ...
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1 vote
0 answers
122 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 ...
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430 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, ...
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2 answers
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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 answers
557 views

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 ...
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1 answer
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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 ...
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2 votes
0 answers
318 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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573 views

Can't access MasterRecordId field when merging Cases

SUMMARY: I am currently implementing Merge Cases functionality and need to be able to edit fields on the losing and winning record during this process. Looking at the documentation depending on ...
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1 answer
263 views

Parent ID not updating on Attachment [closed]

I have a requirment where when 2 records are merged, the attachment related to merged record should be inserted to parent/master record. Below is my code related to this List<Attachment> attObj =...
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2 answers
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Merge of duplicate Salesforce Contacts - impact on Marketing Cloud?

I would like to understand what happens in the case of Duplicate merges in the CRM, and how does that impact Marketing Cloud? My guess is that there is no way to merge Marketing Cloud history when ...
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Merge Duplicate Contacts

So I have Salesforce system that was implemented 6 years ago and sits ontop of a extremely old sales system. When implemented it was built in a way that it creates duplicate contacts on different ...
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6 votes
2 answers
1k views

Merge operation: how to detect merge in BEFORE_DELETE trigger?

Is there any way to detect that a BEFORE_DELETE trigger was caused by a merge operation? I need to manually reparent/fix/delete some related child records before they are reparented automatically by ...
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1 vote
1 answer
1k views

How To Merge Concatenate Two PDF Files In Salesforce [closed]

I was wondering if there's a possibility to meet this requirement using any PDF tool (maybe Conga) in a Salesforce Org. I'm making a LWC that must merge or conc a group of PDF files related with a ...
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1 answer
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Dataloader Across Org's = How to match Contacts to their Accounts?

If I move an Account from Production to Sandbox, then when it's time to move the Contacts from Production to Sandbox, then in Excel, in the Contact CSV, I just update the AccountID Cell with the new ...
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Dataloader = CSV = Numbers = Scientific Notation

Dataloader requires CSV Files. When I convert my files to CSV it changes the numbers to "Scientific Notions": Before: After: Then they show up in Salesforce as Scientific Notions "4.90001E+11". ...
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1 answer
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How to control the fields displayed on Contact merge

I have an existing org, which is using a standard merge on Contact Object. My issue is that, while choosing the values which are to be reflected on the parent Contact, only 5 fields of the Contact ...
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Replicate "Merge Contact" Related List button behavior on Account Detail Page in Lightning

We are migrating to Lightning from Classic, we found that "Merge Contact" button is not available in Lightning on Account Page. I see that there is standard component Named "Potential Duplicate", ...
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1 answer
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Setting The Master Record in a Salesforce Merge Account URL Hack

I am trying to build a hyperlink within excel that opens up the Salesforce merge page. From my understanding of reading different forums we can hack the URL to bypass SFDC limitations. The Merge ...
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3 votes
0 answers
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Case Merge History

In Spring 20, you can merge Cases In our sandbox, I've tried merging 2 cases. I noticed it creates a case commeent Case xxxx has been merged with Case yyyy This is fine, but in the case history I'...
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