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.