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Merge Custom Object Records in Salesforce
I have to merge two records for a custom object along with the related lists, can anyone give idea how to achieve it?
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3 Replies
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Hello Mohsin,
You can try some app from appExchange because this feature is not available by default in salesforce.
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Hi Mohsin,
There is no standard salesforce functionality to merge two records for custom object. You will have to built your own logic for this. With the help of Apex you can achieve this but its not a standard/good way to merge two different records with there related list records also unless or until the two records are similar/related to each other.
And yes you can take the help of various apps from appexchange like Dupe Eliminator, Eliminate duplicate records with ease - merge, convert + actions -Dedup Manager™, Algoworks Case Management App for Salesforce, etc.
Hope this helps you more.
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Hi,
I think there is no standard functionality in salesforce to do it.
Hope this helps.
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