-
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.
- [adinserter block='9']
-
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 Access, Create, and Deploy Salesforce Einstein Analytics Dashboard
With the increasing database from different organizations, there is a need for efficient tools to inspect all the data. A cloud-based data analytics tool, Einstein…
Why Financial Institutions Are Choosing Salesforce for Smarter Client Relationships
In today’s competitive financial landscape, client relationships are at the heart of business growth. Financial institutions need a system that helps them understand client needs,…
Things to Consider Before Integrating Salesforce with Business Applications
Customer Relationship Management (CRM) has become a need of every business. In this case, Salesforce, a cloud-based CRM, could be considered the best CRM system.…
Popular Salesforce Videos
Salesforce and Slack: Success from Anywhere - Your Digital HQ
Welcome to Success from Anywhere: Your Digital HQ. Join our Slack-First Customer 360 event to find out more. Register now: https://www.salesforce.com/events-master/digital-hq/ Success Anywhere means coming…
AMPscript Firstname Personalisation in Salesforce Marketing Cloud
Cameron Robert from Datarati demonstrates how to use Subscriber Data such as First Name or Preferred Name in your emails using AMPscript in Salesforce Marketing…
How to create an App in Lighting Experience?
Salesforce is the trusted cloud when it comes to privacy and we are sure the Lightning will strike here thrice. As Salesforce is expanding, new…
