Salesforce Insights in 5 Minutes·Issue #199·For everyone
Salesforce: Lead merge with MCAE Prospect
Salesforce's merge() SOAP API lets you combine up to three records of the same type into one. You pick which record stays as the master and which ones get merged in - Salesforce won't automatically choose based on age. For example, with Lead A, B, and C, you can keep A as the master and merge B and C into it. This keeps A as the survivor, deletes B and C, moves over any related records to A, and sets a MasterRecordId on the deleted ones so you can trace where they went.
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