If we have a 1:1 mapping with the Object ID and the record in Salesforce has been marked for deletion, then Outreach will mark the record for deletion in the platform as well. If a record is merged in Salesforce and the record Outreach has a mapping for is not the "master," Outreach will remap to the "master" record.
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.
What to know about merging duplicate accounts in Salesforce?
Things to Know About Merging Duplicate Accounts Associated with... Maintain Your Users’ Account Teams Account Contact Relationship Fields Manage Accounts Search all of Salesforce Help Search all of Salesforce Help
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.
Can external ID fields be used with Salesforce merge?
External ID fields can’t be used with merge. For more information on merging leads, contacts and accounts, see the Salesforce online help.
What happens when you merge accounts in Salesforce?
In Salesforce Classic, the merged account retains the account hierarchy from the primary record. The non-master accounts are moved to the Recycle Bin. If divisions are enabled, the merged account is assigned to the division from the primary record unless you select otherwise.
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!
Which triggers are invoked when two contacts are merged in Salesforce?
For example, if two contacts are merged, only the delete and update contact triggers fire. No triggers for records related to the contacts, such as accounts or opportunities, fire.
How do I undo a merge in Salesforce?
If a merge needs to be reversed, simply select the record and within seconds it's restored as if nothing ever happened. All relationships, IDs, and lookups are restored to their original state.
Is merge a DML statement Salesforce?
Apex DML Statements. Use Data Manipulation Language (DML) statements to insert, update, merge, delete, and restore data in Salesforce.
Can we use merge in trigger?
A single merge operation fires a single update event for the winning record only. Any child records that are reparented as a result of the merge operation do not fire triggers. For example, if two contacts are merged, only the delete and update contact triggers fire.
Can we have two triggers on same object?
Multiple Triggers on the same object Writing multiple triggers renders the system unable to recognize the order of execution. Moreover, each trigger that is invoked does not get its own governor limits. Instead, all code that is processed, including the additional triggers, share those available resources.
Can we call one trigger from another trigger in Salesforce?
If trigger starts working from another trigger, they are executed in same transaction. So as you can see, they both share limits in one transaction.
How many records trigger can handle?
Per my knowledge you can process (apply DML action) on 10,000 records at a time, no matter it is in trigger or apex class.
Where are deleted items in Salesforce?
To view a list of deleted custom objects: Go to the object management settings for custom objects....In the Deleted Objects list, you can do any of the following:Click the object's label to view details about it.Click Erase to permanently remove the object and its data.Click Undelete to restore the object and its data.
Can we retrieve deleted records in Salesforce?
To restore all deleted items, check the box in the column header and then click Undelete. When you undelete a record, Salesforce restores the record associations for the following types of relationships: Parent accounts (as specified in the Parent Account field on an account)
What happens to records when they are deleted in Salesforce?
After you have deleted records, the records are placed in the Recycle Bin for 15 days, after which they are permanently deleted. While the records are still in the Recycle Bin, you can restore them using the undelete operation.
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 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.
Purpose
The purpose of this article is to provide direction to Outreach admins on enabling and configuring the Inbound Merge and Delete options Outreach provides to mirror deletions and merges that occur in Salesforce.
Notes
Only profiles with Admin Governance can complete this process. For more information on updating profile governance, refer to the Creating and Assigning Governance Profiles article.
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 admins have approached me askin…
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…