How to Enable Inbound Merge and Delete Options for Salesforce Records Access the Outreach Platform. Access the CRM Plugin Settings. Click the Settings tab in the menu bar. Click to enable the Sync merged and deleted records option. Click to select the applicable records to sync.
Full Answer
How does the merge operation work in Salesforce?
The merge operation merges up to three records into one of the records, deletes the others, and reparents any related records. The following shows how to merge an existing Account record into a master account.
How to merge duplicate accounts in Salesforce?
To merge the duplicate Accounts, Phil needs to contact a member of the Salesforce Admin team as he doesn’t have the required permissions to merge Accounts (the “Delete” permission on Accounts is required to merge Account records). The Salesforce Admin goes to the Account tab and selects Merge Accounts [1] from the Tools menu:
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 to the merge record after it is deleted?
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.
What happens to merged records in Salesforce?
A merged record retains the Created By user and Created Date from the oldest record merged, regardless of which record is the primary. The record shows the merge date as the Last Modified By date.
When we perform merge operation What will happen to the child records of the record which is deleted?
The system deletes the necessary records due to the merge, assigns new parent records to the child records, and sets the MasterRecordId field on the deleted records. 3.
Can you merge records in Salesforce?
Select one account as the master record. Select the fields that you want to retain from each record. Fields with conflicting values are highlighted. Click Merge.
What permissions are needed to merge accounts in Salesforce?
You can merge accounts if you are an administrator (modify all data permission), the account owner, or a user above the account owner in the role hierarchy and you have the appropriate user permissions. 3.) “Edit” permissions on opportunities and cases, if the accounts have related opportunities and/or cases.
How does a merge operation happen in Salesforce?
In Salesforce, you can merge records without writing any code. You simply use the "Merge" button on Leads, Accounts, Contacts - people usually use this to combine two duplicate records into one. The merge statement in Apex simply opens up this same functionality in code!
What is MasterRecordId in Salesforce?
The MasterRecordId field is populated when Users performed a record merge (Lead, Account, and Contact) and it is available via the API. When two records are merged, the losing record will be deleted and its MasterRecordId will be populated with the ID of the winning record.
How many records can you merge Salesforce?
three account recordsStep 2: Like how we do it with Salesforce classic, you can choose up to three account records to merge.
How do I merge records in Salesforce lightning?
Choose a contact record. A message tells you if duplicates exist for that record. To see them, click View Duplicates.Choose up to three contact records to merge. Click Next.Choose one contact record as the master, and choose the field values that you want to keep. Click Next. ... Confirm your choices and merge.
How do you combine records?
Select the duplicate records, and then click Merge. In the Merge Records dialog box, select the master record (the one you want to keep), and then select any fields in the new record that you want to merge into the master record. Data in these fields may override the existing data in the master record. Click OK.
What happens to contacts when accounts are merged Salesforce?
A merged record retains the Created By user and Created Date from the oldest record merged, regardless of which record is the primary. The record shows the merge date as the Last Modified By date. The non-master contacts are moved to the Recycle Bin.
Can Salesforce merge contacts?
Merging Contacts The Salesforce Admin can get to the merge Contacts page from the Related List on the Account record [either hover over the Contacts Related List then click Merge Contacts or click the Contacts Related List and click Merge Contacts]. From here, the process is the same as when merging Account records.
Can you merge leads in Salesforce lightning?
Click Merge Leads. Select one lead as the “Master Record.” Salesforce retains any data from hidden or read-only fields in the Master Record....Required Editions and User Permissions.User Permissions NeededTo view leads:Read on leadsTo merge leads:Delete on leads
Purpose
The purpose of this article is to provide information to Outreach users regarding record merge and delete practices.
Salesforce Record Merge & Delete FAQs
Q: Where do my records go when they've been marked for deletion? A: Your records do not move within the platform. When a record is marked for deletion, Outreach updates the record with the Recycled tag, filterable on the landing page of the corresponding record type.
What happens when you merge multiple records in Salesforce?
The second possible merge scenario occurs when you merge multiple records in Salesforce and you have multiple SalesLoft Person Records associated with the SFDC Contacts or Leads you merged. This merge will result in a master record and one or more "losing" records.
Can you merge multiple Salesforce records?
The first possible scenario for Salesforce merges occurs when you merged multiple records in Salesforce but there is only one SalesLoft Person Record associated with the Salesforce Contacts or Leads you merged.
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 you reply to a deleted case in email?
An email reply to a deleted case (or a case still in the Recycle Bin) will create a new case. To avoid this problem, users will have to urge customers to reply only to the latest comment, which was sent from the surviving master case.
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 ...
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.
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.
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.
