What is the best practice to merge contacts, yet also maintain the relationship to different accounts? Is there a way to automate it?
What is the best practice to merge contacts, yet also maintain the relationship to different accounts? Is there a way to automate it?
Hi lerroy,
You can follow this link, it explains you in detail how to merge in mass your records.
For your need, I think that you should develop a custom code to use it automatically,
Please mark the answer as verified if that's helpful for you.
Hi lerroy,
I think i didn't understand you,
What does it mean to "maintain the relationship to different accounts"?
A contact can only have one account:
You can use a workflow to merge contacts:
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