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Happy to announce new version 1.2 of my "Preserve Chatter Files on Account, Contact, or Lead Merge" open source app.

 

Inspired by @Gorav Seth who pointed out that merging records left the Salesforce Files behind, unshared to the master record. This simple app solves that problem! #NoFilesLeftBehind 

 

Enhanced Notes, along with standard Notes & Attachments, already copy over to the new master record post-merge.

 

Blog post with more details about the what / why / how: https://douglascayers.com/2016/11/08/preserve-chatter-files-on-account-contact-or-lead-merge/

 

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Preserve Related Files on Account, Contact, or Lead Merge

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