Table of Contents

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  1. Preface
  2. Understanding PowerExchange for Salesforce
  3. Configuration
  4. Salesforce Sources and Targets
  5. Salesforce Lookup Transformation
  6. Salesforce Merge Transformation
  7. Salesforce PickList Transformation
  8. Salesforce Sessions and Workflows
  9. Appendix A: Datatype Reference
  10. Appendix B: Glossary

PowerExchange for Salesforce User Guide for PowerCenter

PowerExchange for Salesforce User Guide for PowerCenter

Salesforce Merge Transformation Overview

Salesforce Merge Transformation Overview

The Salesforce Merge transformation is a passive transformation. Use a Salesforce Merge transformation to merge duplicate records.
You can create a Salesforce Merge transformation from Account, Contact or Lead Salesforce objects. You can also include fields from related Salesforce objects in the Salesforce Merge transformation.
You can merge up to three Salesforce records into a single record. When you create a Salesforce Merge transformation, you identify the master record and up to two slave records. When you merge the records, the Salesforce Merge transformation retains the master record and deletes the slave records from the Salesforce object.
To ensure that no child records become orphaned, the Salesforce Merge transformation reassigns child records of slave records to the master record. For example, you merge two records from the Account Salesforce object. Each account record is the parent of a record in the Contact Salesforce object. When the Salesforce Merge transformation merges the account records, it also assigns the contact record associated with the slave account record to the master account record.
You can override the values of Salesforce object attributes in a master record. To override an attribute value, configure the source to provide the value for the Salesforce object attribute, and map the field from the source through the Salesforce Merge transformation to the target in the mapping.

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