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Account merge to maintain parent and child hierarchy

Accounts & Contacts

Current limitation of Account merge: When you merge accounts that are listed in the Parent Account field of other accounts, the newly merged account is linked only to the accounts of the selected Master Record. The complete hierarchy is not maintained in several scenarios. For example: Account 1 has a Parent Account, Account 2 is a Parent of other Accounts (1 or many Children). In this scenario, either only the Parent or the Children hierarchy can be kept. Request is to update the Parent Account IDs for children on non-Master Accounts to update to the Master ID - just like the ID is updated for related items (Contacts, Assets, Opportunities, etc).

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  • Daniel McGarry - 1 year ago

    Coming to Lightning in Spring '17 (safe harbor), the child Accounts of Accounts merged into a new master record will be re-parented to that new master Account. The parent IDs of children of non-master Accounts will be updated to the new master ID.
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