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buggs sfdc Is there any way to know which field values are merged during merging?
HI,
Here i merged Lead Records for avoiding duplication,now can i know which Fields are merged exactly while merging from one lead to another lead.Any help greatly appreciated.
Thanks In Advance!
Here i merged Lead Records for avoiding duplication,now can i know which Fields are merged exactly while merging from one lead to another lead.Any help greatly appreciated.
Thanks In Advance!
I hope it will be helpful.
Best Regards
RahulKumar
Please refer the link below
https://developer.salesforce.com/forums/?id=906F00000009C6QIAU
Thanks for the response,but nothing is helping me out,i wanted to figure out which fields actually updated when the merging is happended?.
I got solution for you. Actually we can select which fields to be merged.
1. In lead record, you can find a button called Find Duplicate, while clicking it we can select which records to be merged. Please follow the steps in below link
http://https://help.salesforce.com/articleView?id=leads_merge.htm&type=0&language=en_US
2. Other option is to use app CLAM from appExchange which is freely available.
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wktUEAQ
Hope it helps
Regards
Roshni
Am not able to open the given link
1. Select a lead record.
2. Click Find Duplicates.
3. Select up to three leads in the matching leads list that you want to merge.
If you want, enter a new lead name or company and click Search to find another lead to merge. Salesforce performs a phrase search for matches in the Name and Companyfields. It also considers an implied wildcard after any entry. Search results include matches for any fields you enter. For example, you enter Bob Jones who works at Acme. Search results include anyone named Bob Jones at any company and any lead with Acme as a company.
4. Click Merge Leads.
5. Select one lead as the “Master Record.” Salesforce retains any data from hidden or read-only fields in the Master Record. If you have the “Edit Read Only Fields” permission, you can select which read-only fields to retain. Hidden fields don’t appear during the merge process.
Select the fields that you want to retain from each record.
6. Click Merge.
7. Click OK.
Select the values that you want to retain in the merged record. Highlighted rows indicate fields that contain conflicting data. The Master Record selected will retain read-only and hidden field values. The oldest Created By date and user will be retained in the merged record. Note: All related records including any campaigns and activities will be associated with the new merged record.