Merge Objects Activity

Use this activity to merge Salesforce.com objects into a single record.

About this task

You can merge two or more of the following Salesforce.com objects into a single record:
  • Account
  • Contact
  • Leads

After the activity merges the objects, it deletes the pre-merge records and re-parents any duplicates.

While the Salesforce.com API limits the number of requests that it can merge in a single call to 200, the Cast Iron® Salesforce.com connector does not have such a limit. You can use the Merge Objects activity to process an unlimited number of merge requests.

Procedure

  1. In the Activities tab, open the Salesforce.com directory to find the Merge Objects activity.
  2. Add the activity to an orchestration.

    The Checklist and Summary for the activity are displayed beneath the orchestration.

  3. Select a Salesforce.com endpoint.

    For instructions on creating or editing a Salesforce.com endpoint, see Creating or editing a Salesforce.com endpoint.

  4. Configure the activity, by choosing a Salesforce.com object type and object field preferences.

    You can only select Account, Contact, and Lead object types and fields that the Appliance can update. Fields such as auto-number fields might not be available to select.

  5. Specify the Retry and Time out parameters for the activity.
  6. Map the input of the activity.
  7. Map the output of the activity.



Feedback | Notices


Timestamp icon Last updated: Wednesday, 15 June 2016


http://pic.dhe.ibm.com/infocenter/wci/v7r0m0/topic/com.ibm.wci.doc/Merge_Objects_Activity.html