Steve: Hi, I’m Steve with RingLead, and I’m here to show you about merging custom objects. There are many different scenarios in Salesforce for merging either the custom objects or other objects that are linked to custom objects, whether they’re child or parent. We’re going to cover all the scenarios today.
Here are the three different examples: merging custom objects not linked to anything; merging parent objects with children objects; and merging children objects with parent objects.
Okay, so here’s the scenario of merging two doctor’s office custom objects into one. It’s pretty straightforward. We’ve got all the other standard objects available now that we didn’t before, including opportunities.
Here’s example number two, where we’re merging the parent objects. There, you can see two different scenarios on the left and on the right. Both are merging the parent objects. The left scenario being a standard contact object, the right scenario being a green building custom object.
On the left side, how Salesforce does it currently, you can imagine contacts with activities even if they have custom objects. But after merging them, the other child will be reparented. So the related lookup fields linking one doctor’s office to one of the duplicate contacts, well, after the merge, the other doctor’s office link to the duplicate merge deleted contact is reparented. Pretty straightforward. That happens by default in Salesforce. What doesn’t happen is when you’re merging two custom objects. In fact, you can’t even do that in a UI in Salesforce, but a lot of the Salesforce partners offering these apps that merge do not allow the merging of custom objects and reparenting their children. On the right side, we’ve merged the two custom object buildings, and we’ve reparented the child object being the lead A to that merged custom object.
Here’s the other scenario, merging the children. So you can see the red boxes on both sides. So the merging of leads, the standard objects on the left and on the right merging the custom objects, the green pets. Okay, these scenarios, you want to keep the master parent. An example on the left, we’ve got a lead that has a related lookup field to a custom object called building. That’s going to remain the same, whether it’s a standard object on the left merging or two custom objects on the right merging.