Merge Actions
Using merge action features requires the "Bulk Merge Action" option. If you would like to use this feature, please contact your sales representative.
Merge Records
Merges multiple selected records within a sheet to consolidate them into a single record.
This differs from Salesforce standard merge functionality in the following ways:
Can merge up to 50 records at once (standard functionality is limited to 3 records)
Supports all standard and custom objects (standard functionality only supports limited standard objects like Lead, Account, Contact, Case)
When the action is launched, the selected records are displayed as a list table in a dialog as shown below.
In the list table, the field that serves as the record name is displayed fixed on the left edge. For other columns, only fields where record values differ between records are displayed as columns.
Select the principal record using the radio button on the left edge of the list table. Select the values to adopt as field values when merging from the remaining records by clicking the cells.
Read-only (non-editable) field columns are displayed in gray, and you cannot select values from records other than the principal record.
For Text Area and Long Text Area fields, you can select field values from multiple records to retain after merging. The selected text values are concatenated with a delimiter string (----). This delimiter string can be changed in the action button settings.
After selecting the principal record and completing the selection of field values to adopt in the merged record, press the "Merge" button to execute the record merge.
Action Button Settings
The following properties can be configured for the "Merge Records" action button:
Button Display Label – Customize and set the label displayed within the button
Button Display Icon – Set the icon displayed next to the label within the button
The following settings can also be changed from the detail settings dialog:
Delimiter text for merging multiple texts – When performing merge operations by selecting multiple cells for Text Area and Long Text Area fields, specify the string to separate the concatenated text data. The default value is "----" (four hyphens).
Reload sheet after record merge is complete – Automatically reload record data within the sheet after merge completion so that the merged record state is reflected in the sheet display.
Merge Process Details
When the "Merge Records" action is executed, the following processing is performed:
For objects that Salesforce supports merge operations by default (Lead, Account, Contact, Case), operations equivalent to the standard merge process are repeated for the number of records being merged.
For objects that Salesforce does not support merge operations by default, the following processes are performed simultaneously:
Update each field information of the record selected as the principal record to the content specified during merge
Delete records other than the principal record
For child records linked to records other than the principal record, update the parent record reference to reference the principal record for those that allow updating parent record references
Action Limitations
Currently supports bulk merging of up to 50 records. When more than 50 records are selected, only the first 50 records from the selected records will be targeted for merge (a warning is displayed in the dialog).
To perform bulk record merging, the user executing the merge must be granted permissions in Salesforce to update and delete the selected records. If the required permissions are not granted, an error will be displayed when executing the record merge.
Data columns added within the sheet are not included in the merge targets.
Data from scratch data sheets cannot be merged.
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