About Contact record merge(s)
Audubon Merge History
Our specific Contact Merge app in Salesforce is configured to write an 'Audubon Merge History' record once the merger of records is successfully completed.
- The Audubon Merge History record would be found in the Related List for the Contact (near the end of the Related list)
- The 'Merge History Name' is not informative, but the 'Created By' will let you know whose User profile completed the merge and 'Merged Audubon ID' will give you the Losing ID information.
- Merge records for which the 'Created By' is ACF Admin will usually be the result of a merge that happened in Millennium but was imported in Salesforce. ACF is not currently performing any merges in our system.
1 to 1 Merges Only
Our specific Contact Merge app is designed for duplicate merges only (not triplicate, quadruplicate, etc.)
- In order for the Audubon Merge History record to be accurately recorded to the database, there must only be (1) Winner and (1) Loser.
- The Contact Merge app will offer you the opportunity to merge 3 records at once; you should never use this feature.
Order of Operations
As of 1/11/2018: we do have the unfortunate circumstance of having Contact records in Salesforce that do not have Audubon IDs. As a result, we have to take special care when merging records wherein there is no Audubon ID.
If there are 3 John Doe records and...
- 2 John Doe records DO have an Audubon ID
- 1 John Doe record DOES NOT have an Audubon ID
You are going to have to perform 2 separate merges.
You MUST make sure that the Contact record(s) without the Audubon ID is/are the Ultimate Loser(s)
So in a scenario wherein there is:
- John Doe 1113333
- John Doe 5557777
- John Doe (No Audubon ID)
John Doe 1113333 is the Ultimate Winner
- You must first merge John Doe (No Audubon ID) and John Doe 5557777 and John Doe (No Audubon ID) MUST be set as the loser in that merge.
- After that, you would merge John Doe 5557777 and John Doe 1113333 – John Doe 1113333 being the Winner in that merge.
Whenever you encounter a scenario where there is a duplicate Contact record with no Audubon ID, that record (or those records) must be the Ultimate Loser(s). Contact records with no Audubon ID should never be Winner in any merge because those records cannot hold a history of previous merges once merged itself. The only exception is, of course, if you merge two duplicate records for which neither has an Audubon ID.