I am looking for a way to maintain a historical record of accounts that have been merged and are now deleted. The reasoning is that if there are external objects that have the account information that do not get updated by the standard Salesforce process that handles the merge. Potentially leaving us with Accounts that no longer exist in one place, and no way to track them down in any other place.
3 Antworten
If you can guarantee that an Account will only ever be merged into one other Account, you could create a custom field that displays the current ID, then when a merge happens ensure the 'losing' records value for that field is carried over to the parent.
But since an Account can be merged with one or many other Accounts, you may want to consider a custom solution with Flow/Invokable Apex.
Basically hijacking the merge process so you can do it your own way.
