How do you perform merge operation in salesforce


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!

How do I merge companies in Salesforce lightning?

Choose an account record. A message tells you if duplicates exist for that record. … Choose up to three account records to merge. Click Next. … Note When accounts containing brands are merged, the brand associated with the master account will be retained. … Confirm your choices and merge.

How do I merge rows in Salesforce?

Merging Records in SalesforceStep 1: Open the Accounts home screen.Step 2: At the bottom of the accounts home screen under Tools, click on Merge Accounts.Step 3: Use the the tool to locate the duplicate records. … Step 4: Check the records you wish to merge. … Step 5: Click Next.More items…

How do I merge two apex records?

To merge the original with the updated field without committing the changes you can iterate the current record’s fields and check which of the fields changed. Update the changed fields to the new updated fields value. Now we have an merged record.

How do I merge two objects in Salesforce?

Method 2: Salesforce Merge Custom Object Records using Dupe EliminatorStep 1: Select the custom objects you want to merge.Step 2: If you have more than one field under your custom objects, you can add the field containing the records you want to merge.Step 3: Pick the specific records you want to merge.More items…•

How do I merge accounts and contacts in Salesforce?

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.

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.

What is merge trigger in Salesforce?

When you are combining(merging) records in salesforce, at the time merge operation trigger will be called. There is no specific trigger event for merge operation. Instead, they will fire delete and update events. Deletion of losing records.

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.

What is merge in Apex?

You can merge up to three records of the same sObject type. The merge operation merges up to three records into one of the records, deletes the others, and reparents any related records.

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.

How do I merge non duplicate accounts in Salesforce lightning?

Here’s a step by step how:Bring up the App Launcher and click on Duplicate Record Sets.Now click on the New button to add a new Duplicate Record Set. … Click Save. … On the Duplicate Record Items related list click on New. … Now similarly add the second Account or Contact you want to merge and click Save.More items…•

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