Re-associated Related Files on Merged Accounts - Ideas - Salesforce Trailblazer Community

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Delivered in Summer 18
Delivered in Summer 18

Re-associated Related Files on Merged Accounts

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Currently, if you merge two accounts, any files associated with the non-master account lose the association and have to be manually re-associated. (see below) This makes no sense. All related items including related files should be merged from both accounts. Please fix this. 

"When duplicate records are related to items such as campaigns or activities, Salesforce relates the items to the merged record, with some exceptions. Chatter feeds are retained from the master record only. Attachments in Chatter feeds are retained in Salesforce but aren’t associated with the merged record. To associate the dropped files with the merged record, find them in Files home (in Lightning Experience) or the Files tab (in Salesforce Classic). Then add them to the Files related list on the merged record."
https://help.salesforce.com/articleView?id=account_merge_considerations.htm&type=0

 

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Latest Comment from Salesforce

  • Cari Aves - 10 months ago

    The transfer of files during record merge was delivered as part of the Summer '18 release. See the release notes for additional details: 

    http://docs.releasenotes.salesforce.com/en-us/summer18/release-notes/rn_files_merge_records.htm

    Note: this change applies to Files as the transfer of Attachments was already supported
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