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Merge Action in Plugin

  Introduction-

In this blog we will understand the Action Merge from a Plugin (SDK message) perspective.

Problem Statement:
1) We want to retrieve data once the Merge is performed on two records.
2) We want to merge 2 records using a plugin (C# code).

Solution:
For the first statement, We shall be triggering a plugin on the message "Merge".
While using the plugin registration tool, select message as Merge.
Below code is to be used-

 if (context.InputParameters.Contains("Target") &&
context.InputParameters.Contains["Target"] is EntityReference)
{
   EntityReference Master = (EntityReference) context.InputParameters["Target"];
   Guid duplicate = (Guid) context.InputParameters["SubordinateId"];
 }
For the second problem statement, we will invoke/ use the Merge method.
Below is the code-
      var target = new EntityReference();
      target.Id = Recordid; //master record id
      target.LogicalName = Entity.EntityLogicalName;
      var merge = new MergeRequest();
      merge.SubordinateId = Record2id; // record to be merged id
      merge.Target = target;
      merge.PerformParentingChecks = false;
      var updateContent = new Entity();
      updateContent.fieldname= "test";
      merge.UpdateContent = updateContent;
      var merged = (MergeResponse)svc.Execute(merge);

Target- Master record
Subordinate Id- the record to be merged.
UpdateContent- additional entity attributes to be set during the merge operation for accounts, contacts, or leads. This property is not applied when merging incidents.
PerformParentingChecks- a value (Yes/ No) that indicates whether to check if the parent information is different for the two entity records.

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