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S_2013 Account Merge does not trigger Opportunity field update?
Hi,
On merging accounts, the Opportunity's Account Name is updated.(OOTB SFDC)
So as per my understanding this should trigger Opportunity Workflows of time "Every Time edited".
But that isnt the case when I am merging accounts, as, a field update WF on Opportunity is not being triggered when I merge accounts.
Can anyone please point out what am I missing?
Typically merges only execute workflow/triggers on the merged records, not the reparented children.
There's an article here that explains it from the point of view of contacts when the account is merged, and I'd expect opportunities to behave the same:
http://help.salesforce.com/apex/HTViewSolution?id=000005346&language=en_US
All Answers
Typically merges only execute workflow/triggers on the merged records, not the reparented children.
There's an article here that explains it from the point of view of contacts when the account is merged, and I'd expect opportunities to behave the same:
http://help.salesforce.com/apex/HTViewSolution?id=000005346&language=en_US
Hello,
When using the Account Merge feature, workflow rules will not run on the Opportunity object during or after an account merge. Workflow rules on the surviving/winning account record (i.e. the account that is kept as the master record during the merge)
You can achieve this by creating triggers in Apex, further information on the use Triggers and Merge Statements can be found here:
http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_triggers_merge_statements.htm
Thanks a lot Vinita and Bob! I am going to write a del trigger on Account to incorporate my logic and see how it goes ...