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S_2013S_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?

 

Best Answer chosen by Admin (Salesforce Developers) 
bob_buzzardbob_buzzard

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

bob_buzzardbob_buzzard

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

 

This was selected as the best answer
Vinita_SFDCVinita_SFDC

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

S_2013S_2013

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 ...