Salesforce allowed you to delete the topic from the user interface – but not merge two different Chatter Topics. This article goes a step ahead and explains how to merge two chatter topics without using a single line of code. I have written a few articles on automating Topic association and email notification in the past.
Is it possible to merge Salesforce environments?
It can be a tricky business to merge Salesforce environments. But actually it’s a surprisingly common activity. One company purchases another and both use Salesforce.com, for example. And in many large companies, different regions or divisions within the same business have historically had their own Salesforce environments.
When will Salesforce merge case be in beta?
Those who have been following and commenting along since, cheered when it was announced that Salesforce Merge Case functionality will be in beta as part of the Summer ‘19 release! After this long wait, I was keen to jump into a pre-release org to better understand how Salesforce is merging cases.
What happens when you merge two accounts in Salesforce?
Also, after merging, the merge record is deleted and only one record remains in the database. This examples starts by creating a list of two accounts and inserts the list. Then it executes queries to get the new account records from the database, and adds a contact to the account to be merged.
How can I merge multiple sobject Records in Salesforce?
You can pass a master record and up to two additional sObject records to a single merge method. Using the Apex merge operation, field values on the master record always supersede the corresponding field values on the records to be merged.
How does Topics work in Salesforce?
Topics allow your users to organize records by theme. On the topic detail page, users can see all the records with a topic and filter their record list views by topic. Enable topics for objects so that users can add topics to records and organize them by common themes.
How do I add a topic to a community in Salesforce?
Required Editions and User Permissions Click an article, and then type to assign topics. Choose a suggested topic or type a new one. Type a comma (,) after your new topic to add it to the article. You can click existing topics to remove them.
How do I use topics in Salesforce lightning?
To configure topics for objects, including custom objects, from Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Create a record page for Lightning Experience. ... In the Lightning App Builder, configure the Topics component and add it to the page's layout.Save your page.
How do I view all topics in Salesforce?
In the topics list, you can:To see a topic's detail page, click the topic name.To see updates in your Chatter feed, click. Follow.To narrow what you're looking for, filter the list of topics.Search for topics by name. ... Only users with the View All Data permission can filter by record name.
How do I merge topics in Salesforce?
To combine topics, click Merge. Merging a topic automatically redirects existing hashtags in posts. If you merge a navigational or featured topic, the topic type, image, and any subtopic relationships are discarded. If you merge a topic with a content topic, the content associations are preserved.
How do I add a topic to an article in Salesforce?
Topics for articles are enabled for each article type.From Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Click the article type name where you want to enable topics.Check Enable topics.Select which fields you want to use for suggestions.Click Save.More items...
How many topics can be created in Salesforce?
Records can have up to 100 topics. When you're done adding topics, click Done or press Enter.
Can you report on Salesforce topics?
You can run a report on Topic to see the usage, including the related records, you need to create a custom report type with Topic Assignments as the primary object. If you do not have access to the record, you will not see the topic in the report too.
What are the important topics in Salesforce?
To become a Salesforce Developer, you may need to specialize in the following areas:Data modeling, management, and security.Platform development.Salesforce app customization.Visualforce basics.Search solutions basics.Developer console.Salesforce object query language.Apex object-oriented programming.More items...•
What are the topics in admin of Salesforce?
Examples of the concepts you'll learn during study for the certification exam include: Managing users, data, and security. Maintaining and customizing Sales Cloud and Service Cloud apps. Building reports, dashboards, and workflows.
What are the main topics in Salesforce admin?
Salesforce Admin Certification Topics | Certification Guide ADM 201 | Download PDF ORGANIZATION SETUP. ... USER SETUP. ... GLOBAL USER INTERFACE. ... SECURITY AND ACCESS. ... STANDARD AND CUSTOM OBJECTS. ... SALES AND MARKETING APPLICATIONS.
What is Salesforce admin course?
You will master the core administration features of Salesforce, the world's most popular cloud-based CRM tool, with our Salesforce Administrator Certification training course. The Salesforce admin course empowers you to implement, configure, and manage Sales and Service Clouds.
What is case merge premium?
Case Merge Premium offers Salesforce Admins powerful, flexible configuration settings, reducing the clutter of duplicate cases and streamlining workflow so each case is handled by a single agent. Case Merge Premium also enables users to filter unnecessary cases out of metrics or reports, improving and clarifying KPIs like Average Handle Time and Resolution Time. Check out Case Merge Premium on the AppExchange to take the next steps.
Can duplicate cases be re-parented?
Child cases of the duplicates are re-parented to the master case. The master case remains. Duplicate cases are deleted to the Recycle Bin. Cases can be restored; however, the restoration will not move any of the above back to the original.
Can you merge cases in Salesforce?
Salesforce is not providing matching rules functionality on the case object. From a list view, users can select up to three cases to begin a merge. From a single case record, users can click the Merge Cases button and then search for the case number or subject. There is no indication on the existing case that the customer may have other duplicate ...
Is Salesforce retiring IdeaExchange points?
Although Salesforce is taking a step in the right direction ( and retiring a LOT of IdeaExchange points), there are considerations that need paying close attention to, to ensure that users can merge cases efficiently, and without unintended consequences.
1. Create a detailed merge plan and checklist
There is a logical order for migrating data and functionality. Use this to create a detailed merge plan.
3. Enable Created and Last Modified dates to be editable
In the target environment, create a Case with Salesforce for ‘create audit fields’ to be enabled.
4. Arrange courtesy licenses for both Salesforce environments
Arrange for access to the source environment to be maintained for a period of time following cut-over. Do this by requesting courtesy licenses from Salesforce.
5. Consolidate the source Salesforce environment
Often it’s necessary to migrate configuration and code in addition to data. Use these tips to simplify the migration process.
6. Use the case sensitive Vlookup to link records
Create a custom External Id field in the target environment for every object for which you will be transferring records. Set this as Unique and Case Sensitive.
7. Watch out for trip hazards when importing data
Make a conscious decision on whether you want workflow rules, assignment rules and validation rules to apply when the data is migrated to the target salesforce environment.
9. Merging salesforce environments is a task for more than one person
For large data transfers, have two people working on the migration, particularly at the point of cut-over.
Example
The following shows how to merge an existing Account record into a master account. The account to merge has a related contact, which is moved to the master account record after the merge operation. Also, after merging, the merge record is deleted and only one record remains in the database.
Merge Considerations
Only leads, contacts, cases, and accounts can be merged. See sObjects That Don’t Support DML Operations.
Why Case Merging Is A Must?
Salesforce Merge Cases: Answering Key Questions
- If you’ve merged a Lead or Account before, the Merge Cases functionality will work in a similar way – with some additional considerations to bear in mind. These considerations are what I hope to uncover by answering key questions on the Case Merge feature – a list of questions that are the result of both my own thinking and questions Salesforce adm...
Summary
- The new Merge Case feature is clearly a welcome addition to the Salesforce platform. I hope this piece has been informative for you, by directly answering the questions many Admins, and others, have approached us with. Although Salesforce is taking a step in the right direction (and retiring a LOT of IdeaExchange points), there are considerations that need paying close attention to, to en…
About Case Merge Premium
- Case Merge Premium offers Salesforce Admins powerful, flexible configuration settings, reducing the clutter of duplicate cases and streamlining workflow so each case is handled by a single agent. Case Merge Premium also enables users to filter unnecessary cases out of metrics or reports, improving and clarifying KPIs like Average Handle Time and Resolution Time. Check ou…