I've read the "screen-by-screen" guide to using Object Merge. It's great! But has anyone using EDA @Education Data Architecture successfully used Object Merge to handle merging Institutions? If you have - can you please share your Object Merge mappings? I'm trying to merge institutions and I'm getting errors due to related records. I think it's because of Affiliations, but I can't get Object Merge to successfully merge multiple Institutions yet.....
@John Poyser Did you set up a child handler for Affiliation? Try setting one up with these fields:
- Object API Name: hed__Affiliation__c
- Object Lookup Field API Name: hed__Account__c
- Child Relationship Name: hed__Affl_Contacts__r
- Order of Execution: 1
- Active: Checked
- Standard Action: Move Victim
- Merge Action: Blank
These settings will re-parent all the Affiliations associated with the duplicate Account to the master Account before deleting the duplicate Account. With that said, you'll want to make sure you aren't trying to delete a duplicate Account that has hundreds or more Affiliations in order to avoid running into governor limits. Hope this helps!
