This blog post, Salesforce Merge Restore, explores and demonstrates the ability to be able to restore Record Merges using OneMerge Free Edition. When Records are Merged, there may be occasions where the end result is not as expected, is incorrect ,or a merge should not have happened at all. The rollback feature within OneMerge Free Edition refers to the process of reversing changes made during a merge operation. This feature is also available in OneMerge Standard and Enterprise Editions and this blog post provides further information.
The following demo provides an overview of the Merge Restore (Rollback) feature within OneMerge Free Edition. The assumption is that a Merge has already taken place, and there is a requirement to return the Merged Records to their former state.
Test Scenario
- Click on the Merge Result link within the Merge Rule Lineage of a Master Record.
- The Merge Result page is displayed, along with the Merge Result information and Analysis (see screenshot below).
- Click on the Rollback Button.
- Information is displayed explaining what happens when the Rollback continues. Please read this information before clicking Next.
- A success message is displayed with a brief summary. Clicking the Next button, will redirect you to the original record in step 1.
- The Merge Rule Lineage is no longer displayed in the Record, as the Merge has been reversed.
At this point, the Master Record and the Source Record(s) are no longer Merged and have been returned to their previous state.
To find out more about OneMerge Free Edition, please contact us at hello@onemerge.co.uk or by using the Contact Us form on the website.