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.
What is merge trigger in Salesforce?
When merge event occurs, in the deleted records, MasterRecordId field will be populated with the winning record id. The winning record will be updated with the values selected.
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 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.
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.
How do I merge two apex records?
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.
What are the best practices for triggers in Salesforce?
Best Practice to Follow while writing trigger One Trigger Per Object. ... Logic-less Triggers. ... Context-Specific Handler Methods. ... Bulkify your Code. ... Avoid using DML statements and SOQL Queries inside FOR Loops. ... Using Collections, Streamlining Queries, and Efficient For Loops. ... Querying Large Data Sets.More items...•
Why use triggers in Salesforce?
As you can see, the primary role of triggers is to automate your data management and workflow in Salesforce. Triggers enable you to perform custom actions (for example, update an account) before or after changes to Salesforce records.
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.
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.
