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IvanB@LMIvanB@LM 

How to copy a custom field value to retained merged client record.

Hi, Experts - During client merge we have a need to retain a custom field value from deleted client onto retained client. Can this be done with standard SF features or we need custom Apex ? Example: Client A merges into client B Client record has 2 custom fields LID, LID_After_Merge After A merges into B; client B LID_After_Merge field gets the value of LID (of Client A) With trigger, how to detect a merge took place ? Thanks,
nick1505nick1505

Hi,

 

We can write triggers on merge events.

Please check the following link:

http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_triggers_merge_statements.htm

 

This can solve your problem.

 

Let me know if it works for you!