Account/Contact Merge Doesn't Work Correctly
Last updated on MARCH 07, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 126.96.36.199.0 and later
Information in this document applies to any platform.
The following issues occur:
- on custom fields: if a custom field is set on the account A and not on account B, the merge is not done and, in some cass (when the account B has priority on A) the field remains empty
- on related and child custom objects: the merge doesn't work for both related objects (custom objects) and child objects (custom child objects). If the account A has a related/child object and the account B has 2 related child objects it is expected to find 3 records after the merge. Instead, when A has priority on B, we can find only 1 record, otherwise we can find 2 records.
a) Is there a way to allow users to select a value to maintain for ach field in SUI (as in CRMOD)?
b) how can the merge of child and related objects be achieved?
c) same issues are happening on Contact object as well.
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