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We have our accounts & contacts synced with SAP & when we merge contacts in SAP they automatically merge in SF.  When we merge in SAP we have a table that holds the old & new ID and I'm wondering if there is a way to do look-ups in SF with this info.
1 respuesta
  1. 11 abr 2018, 20:12

    Interesting thought Kathy. I'm having some merging complications that I'm battling myself right now!

    Part of what makes merging difficult is that you're really just deleting duplicate records. So, as far as a direct reference to something that has been deleted - I'm afraid you can't have a lookup populated with a deleted record.

     

    Depending on how critical it is for you to have this info, it might be an option to create a child record called "Merged Contacts" or something and just track the old contact Ids in a text field and maybe some other fields with details about the contacts that have been merged. However, this is a pretty heavy solution (you're going to end up with just as many records as you had in the first place!) and at first glance will probably require some code in a "before delete" trigger or some customization on whatever tool is getting called up from SAP to do the merge in Salesforce.

     

    So my first take is that there isn't really a simple way to do it and definitely not with a lookup since those can't reference something that has been deleted.
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