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How do I mass merge duplicates Contact record into a Master Contact in Salesforce?
How do I mass merge duplicates Contact record into a master Contact? Also, after merging, the merge record is deleted and only the master record remains in the database. What would be the best tool/way to get this done?
I really appreciate any feedback that you can provide.
Thx
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3 Replies
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Hi,
I found this online -
Merge duplicate records
Select the duplicate records, and then click Merge.
In the Merge Records dialog box, select the master record (the one you want to keep), and then select any fields in the new record that you want to merge into the master record. Data in these fields may override the existing data inthe master record. Click OK.Hope this helps
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Hello,
You can create a custom object with lookup fields to 'Master' and 'Disabled' contacts.
Then you just need to implement a trigger that merges the two contacts on creation:trigger CallMergeOnCreate on Contact_Merger__c (after insert) { system.debug(Trigger.new); for(Contact_Merger__c oMerger : Trigger.new){ Database.merge(new contact(Id=oMerger.Master_contact__c), oMerger.Disable_Contact__c,false); } }After that you only need to do a bulk load in that entity using for example dataloader.
Thanks. -
Select the master record (the one you want to keep), and then select any fields in the new record that you want to merge into the master record. Data in these fields may override the existing data inthe master record. Click OK.
Addin More Points Yes it is, although you can only merge contacts within an Account. IN the Account page, navigate to the COntact related list and Click Merge Contacts. You will be presented with Options there.
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