-
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?
-
3 Replies
-
Hello Mohsin,
You can try some app from appExchange because this feature is not available by default in salesforce.
-
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.
-
Hi,
I think there is no standard functionality in salesforce to do it.
Hope this helps.
Log In to reply.
Popular Salesforce Blogs
How to Create and Reference Static Resources in Salesforce?
Static Resources : Static resources allow you to store content like archives (.jar and .zip file), images, JavaScript, cascading style sheets (CSS) and other files.…
Transform Your Manufacturing Business with Seamless Cloud Solutions
To succeed in a continually shifting and increasingly competitive industrial landscape, organisations will need to adopt smarter and more connected approaches to managing their businesses,…
Leveraging the Benefits of Gamification With ScoreNotch | Salesforce
Customer engagement is one of the most pressing issues for businesses today. Why? Because customer engagement is crucial to increase conversions and convert prospects into…
Popular Salesforce Videos
Salesforce Placement Success Story By One of our Student
Want to learn about Salesforce and planning to make a career in the Salesforce Industry? Join this useful group for Salesforce job & career info.
Understanding Approval Process in Salesforce | How to create an approval process?
In this video, Shrey discussed Approval Process in Salesforce in detail and also he covers the following topics: 1. What is Approval Process? 2. How…
Salesforce Sales Cloud Basics
This short video shows how easy to create & manage leads and to convert it to opportunity, contacts & accounts using Salesforce Sales Cloud. Please…
