Merge operation in SFDC
What is the Merge operation in Salesforce?
In Salesforce, a “merge operation” typically refers to the process of merging duplicate records. This is often necessary when you have multiple records in Salesforce that represent the same real-world entity (e.g., two contact records for the same person).
Let’s get into the Boomi platform and see how can we perform the Merge operation.
Step 1. Go to platform.boomi.com
Step 2. Login by giving your valid credentials (Username and Password).
Step 3. Home page will be displayed, now click on ‘Integration’.
Step 4. Click on ‘Create New’ button
Step 5. Select ‘Process’ and click on ‘Create’.
Step 6. Click on “No Data” option and click on “OK”.
Step 7. Drag and drop one Message shape and put the sample xml data and Click OK.
<employee>
<employeeID>0012w00001XWKrTAAX</employeeID>
<employeeName>Apurba</employeeName>
<employeePhNo>9123463245</employeePhNo>
</employee>
Step 8. Drag and drop one Salesforce connector set the action as Send and click on + to create the Connection.
Step 9. Give the User Name and Password.
Note: Password would be your SFDC password concatenate with the API token.
Step 10. Now configure the operation. Click on Import Operation.
Step 11. Click on Next.
Step 12. Select the Object type in which object you want to perform the operation.
Select the Action as Merge. Click on Next.
Step. 13. Click on Finish.
Step 14. Now Save and Close.
Step 15. Drag and drop a Map shape, click on + icon to create a Map component.
Step 16. In Source Add the profile for the data that you have given in the message shape (Step 7) at the target choose the requested profile that you have imported in the SFDC connector operation.
Step 17. In Master Record Id you need to map the master record ID (which record you need to exist).
Step 18. In recordToMergeIds field map the Id which needs to be get merged with the Master record.
Step 19. Map the fields. In my case I have taken the Master Id from the source profile and given the recordToMergeIds from the default value. You can map it from profile as well.
Step 20. Add a Stop shape at last.
Finally, our process should look like this:
Step 21. Save and test the process.
Click on Stop shape, click on the Shape source data.
Step 22. If the success is true, you have successfully Merged the records in SFDC.
