What happens to Created Date and Last Modified Date when records are merged?
A merged record retains the Created By user and Created Date from the oldest record merged, regardless of which record is the master. The record shows the merge date as the Last Modified By date. More information about merging duplicate Salesforce records can be found here Merging Leads Merging Contacts Mer...
Tue, 14 Sep, 2021 at 12:13 PM
I am getting an error "owner is inactive" or "Record owner cannot be an inactive user"
Sometimes when merging or updating records we need to update records which Owners are inactive. Follow the steps below to enable update for records with inactive owners. Enable “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” User Permissions in Salesforce. 1. Go to Setup |...
Tue, 25 Apr, 2023 at 2:23 PM
Can I merge contacts in Nonprofit Success Pack (NPSP)?
NPSP stands for Nonprofit Success Pack, which is a set of managed packages developed by to help nonprofits and educational institutions better manage their operations and relationships with their constituents. It is built on top of the Salesforce platform and provides a range of tools and functionali...
Wed, 14 Jun, 2023 at 2:32 PM