-
How do I mass merge duplicates Contact record into a Master Contact in Salesforce?
How do I mass merge duplicates Contact record into a master Contact? Also, after merging, the merge record is deleted and only the master record remains in the database. What would be the best tool/way to get this done?
I really appreciate any feedback that you can provide.
Thx
-
3 Replies
-
Hi,
I found this online -
Merge duplicate 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 inthe master record. Click OK.Hope this helps
-
Hello,
You can create a custom object with lookup fields to 'Master' and 'Disabled' contacts.
Then you just need to implement a trigger that merges the two contacts on creation:trigger CallMergeOnCreate on Contact_Merger__c (after insert) { system.debug(Trigger.new); for(Contact_Merger__c oMerger : Trigger.new){ Database.merge(new contact(Id=oMerger.Master_contact__c), oMerger.Disable_Contact__c,false); } }After that you only need to do a bulk load in that entity using for example dataloader.
Thanks. -
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 inthe master record. Click OK.
Addin More Points Yes it is, although you can only merge contacts within an Account. IN the Account page, navigate to the COntact related list and Click Merge Contacts. You will be presented with Options there.
Log In to reply.
Popular Salesforce Blogs
Driving Innovation With Ideas From Your Online Community | Salesforce Guide
Innovation is the key to business growth. In order to come up with a successful product, you need to make the most of ideas and…
Generate QR Code for any Salesforce Object in 5 Min
What is a QR Code? So you may have heard that QR Codes are set to become the 'next big thing' but thinking to yourself,…
Is Your Salesforce Org Ready for Lightning Experience?
Almost a year ago Salesforce launched the biggest innovation, named Lightning. Lightning gave a completely new platform and user experience, and even day by day…
Popular Salesforce Videos
When to use which Sandbox? Salesforce Interview Questions and Answers
Watch this video by CRS Info Solutions to when to use which Sandbox. Salesforce sandboxes are copies of your Production environment. A Sandbox contains all the…
The 3 Most Common Challenges Associated With B2b Commerce Cloud Implementations
With growing technology businesses are adapting to the new changes. B2B commerce cloud is one of them. But to implement the B2B commerce cloud is…
Highlights of the Salesforce Winter '22 Release for Nonprofits
The video includes both Winter ‘22 Salesforce Platform updates and Nonprofit Cloud tools. Chapters: 0:00 General Salesforce.com Platform Updates 8:13 Salesforce.com Release for Fundraising and…
