Skip to main content
kevin_ly
Helper ⭐️
January 6, 2017

MDA Does not respect SFDC Account Merge

  • January 6, 2017
  • 12 replies
  • 49 views
I had an issue come in where a fairly big client that does SFDC Account Merge fairly frequently. In SFDC, after a merge all of the loser Account IDs through lookups in objects gets updated to the Master which is good. However, I found out that the MDA would still look at the old ID making a big chunk of data disappear of reports.

I feel this could be a big problem as we are storing MDA such as relationship scorecards, email logs, and a lot of other things. For the client that had this issue, they didn't even know it was happening.

Kevin

    12 replies

    kunal_bhat
    Helper ⭐️⭐️⭐️
    August 7, 2018
    Hey Kevin,

    You can figure out which records will be deleted based on the Object graph. The lines on the graph will tell you what the operation will be.



    Specific to timeline, we'll check if the records can be deleted with a Company delete. Currently the "On Delete" operation is set to None.

     
    Helper ⭐️⭐️⭐️
    June 16, 2020

    Hello Everyone! 

    Happy to announce that your request has been considered and included as part of the v6.15 release. Using the new Company Merge feature, admins can merge two records from the Company object and combine their data into a single master record.

    This feature is implemented in both SFDC and NXT versions.

    For more details, please check the documentation of Company Merge feature here - SFDC edition /NXT 

    Thanks for posting!