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JFraumeni Merging
Hello. I have a question about Contact merging. I was wondering how records with fields pointing to the deleted Contact were handled. Are they all automatically updated to point to the new Contacts? Are there cases where any of these records themselves get deleted or merged, and if so, what about other fields they reference/that reference them?
As far as I can tell, these are other Contacts, with their ReportsToId, Leads, with their ConvertedContactId field, Attatchments and Notes, with their ParentId field, Tasks and Events, with their WhoId field, and OpportunityContactRoles with their ContactId field.
Thanks, and sorry for the bother.
James Fraumeni
james.fraumeni@activeprime.com
As far as I can tell, these are other Contacts, with their ReportsToId, Leads, with their ConvertedContactId field, Attatchments and Notes, with their ParentId field, Tasks and Events, with their WhoId field, and OpportunityContactRoles with their ContactId field.
Thanks, and sorry for the bother.
James Fraumeni
james.fraumeni@activeprime.com
So, you can merge accounts from the salesforce.com ui. The "child" records of the two accounts all become child records of the merged account. No children are deleted.
As to cascading deletes, notes that are attached to a parent object get deleted when the parent gets deleted. This is true for all child objects and should behave the same when using the api to delete.