@Kyle Schmid - can you re-upload the documentation and video links? It doesn't look like those were brought over in the migration. Thank you!
Group
ObjectMerge
Good Morning!
I am trying to setup Object Merge for Relationship records. I have a child handler setup for Relationships related to Contact. I have attached a screenshot. What I'm finding is that the Contact merge happens but the Relationship record is deleted and no reparented clone is created. I'm hoping someone has this setup already and can help me find what I'm missing.
Thank you!
Monica
As our contacts are also synced to a 3rd party system, we need to inform the system of merged contacts.
We're using the NPSP Merge functionality. How can we identify records that were merged? We need to identify the recordId of the remaining contact, as well as the record Id of all deleted records?
8 answers
@Pierre Desjardins thanks for the tip. I passed it on to our developer, but he still seems a bit lost.
@Avni Patel, he is really interested in your trigger. Our main problem is, that we have more than 200,000 contacts, which causes a SOQL limit in the current trigger. Maybe you guys found an approach that would prevent this error from happening. Any chance you can shed a bit more light on your trigger? Is it an After Delete trigger? Are you using the NPSP Contact Merge? ... We'd appreciate any help we can get.
4 answers
@Doug Contaoi ObjectMerge is a tool to merge duplicate records within the same object. Sounds like you'll need to use a tool like Data Loader to migrate data from one object to another.
@Kyle Schmid - just a heads up: there may be some discussion around ObjectMerge during the @Commons Project: Summit Events App "mini" Sprint taking place on July 22nd. I've shared this group with the Team so if they have questions I'll have them post them here.
I created an object SimpleParent with some fields of different types,
Field Label API Name Data Type
CheckField CheckField__c Checkbox
MultiPickField MultiPickField__c Picklist (Multi-Select)
NumberField NumberField__c Number(18, 0)
TextField TextField__c Text(10)
I added possible picklist values, A, B, C, D, E, F, G.
I created a master SimpleParent record with blank text and number fields; A, C, E for the picklist, and left the check blank.
I setup a Object Merge Handler record with Object Merge Fields
Field API Name Active Use for Matching
CheckField__c 1 0
MultiPickField__c 1 0
NumberField__c 1 0
TextField__c 1 1
Various combinations of Victim records appropriately merged the text and number when the Master was blank. The MultiPicklist nor Check box gets set on the Master when set on a Victim.
I double checked the field names. The CheckField__c and the MultiPickField__c do not merge. Are these datatypes not supported?
Edit: Dates and regular Picklists do go to the Master. MultiPicklists do not even when the Master's is blank.
4 answers
I am trying to use this to merge duplicate institutions. I have followed the instructions to create a parent merge handler for account with child handlers of affiliation and application requirement (custom object in our org). I am getting an error running the query. It appears to be stemming from the affiliations handler because when I disable that handler the merge is successful. I followed the instructions listed in another thread and I am not sure what the problem is. Any thoughts?
Parent Object: Account
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
Especially around:
1. Community users as we have two active customer communities (CCP and CP) with our org.
2. Duplicate affiliations
3. EDA objects and funky automation that we don't see on UI
4. Integrated with Identity Management system that passes two different Fed IDs for the two contacts that are same but two community users from different communities.
Thanks for your input in advance!
6 answers
@Donna Whitig - @Kyle Schmid has some great "how-to" videos linked in the group. You should definitely take a look at those and the documentation.