Views:

Description

Merge two entities together.

Signature

Merge(
  'entitytype',
  'targetid',
  'subordinateid', 
  'performparentingchecks'
)

Note: only the following entity types can be merged: Account, Contact, Incident, Lead

Example 1

Merge two cases together, the first GUID ('bd732c72-7535-eb11-a8b0-000d3ab166cb) remaining active while the second ('bb32c787-7535-eb11-a8b0-000d3ab166cb') becoming inactive. 

Merge(
  'incident',
  'bd732c72-7535-eb11-a8b0-000d3ab166cb', 
  'bb32c787-7535-eb11-a8b0-000d3ab166cb'
)

Example 2

Merges two cases like Example 1 except now it checks if the parent information is different for the two entity records

Merge(
  'incident', 
  'bd732c72-7535-eb11-a8b0-000d3ab166cb', 
  'bb32c787-7535-eb11-a8b0-000d3ab166cb',
  'true'
)

 

Microsoft APIs

This North52 function relates to the following Microsoft APIs:

Keywords: Formula Manager