Questions tagged [merge]

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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 ...
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1answer
15 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, ...
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1answer
85 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 ...
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8 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 ...
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2answers
60 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 ...
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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(); ...
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1answer
29 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 ...
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2answers
53 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 ...
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0answers
39 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
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1answer
49 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. ...
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2answers
405 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?
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2answers
53 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. ...
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120 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
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1answer
252 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-...
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1answer
64 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<...
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2answers
46 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 ...
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0answers
62 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 ...
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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
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1answer
98 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 ....
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1answer
66 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
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1answer
58 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 ...
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1answer
325 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
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1answer
461 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 ...
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1answer
386 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 ...
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1answer
26 views

Contact Merge Showing this error

I was trying to merge two contacts which throw this error.
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1answer
296 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
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1answer
305 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 ...
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1answer
969 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
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1answer
105 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
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1answer
77 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
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1answer
46 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 !!" ...
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0answers
85 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. ...
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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
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2answers
551 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
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1answer
415 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
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2answers
555 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
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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 ...
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2answers
139 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
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1answer
189 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
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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
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1answer
127 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 ...
3
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2answers
793 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
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2answers
213 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
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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 ...
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1answer
139 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
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2answers
439 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 = ...
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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
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1answer
447 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 ...
2
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1answer
1k views

Merging duplicate accounts in Apex - Governor limits

I am trying to find duplicate accounts in the system and trying to merge them based on our filter criteria using apex. The issue is I am hitting the governor limit of 150 DML statements while doing ...
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1answer
70 views

problem merge record in multiselect picklist in visualforce and apex class

I have got some problem, can anyone help me solve this one? Here is my controller public LIST<SelectOption> getallEmployee(){ LIST<HREMPINFO__c> empMember = [SELECT Id, ...