Hey there! 🙂
In today’s article, we shall discuss a quick and simple hack which will help us Merge Accounts and Contacts in Lightning just like we used to do in Classic.
Why the need for this hack?
Well, the merging of records works a bit in Lightning than Classic. In Lighnting, the merging of records is based on duplicacy. So if two records are duplicate(according to ‘Potential Duplicates’ LEX component), then you will be able to merge them using Potential Duplicates component. In classic, this is not the case and you can merge two records even if they do not qualify as duplicates. To know more, refer this links:
Having understood the difference, let’s see how we can use the Classic merge functionality in Lightning.
The solution to our problem is URL hack. The idea is to create 2 buttons, one for Contacts & one for Accounts.
For Account merge: Create a custom URL button of List type with the following URL:
Now add this button to the List View (Setup -> Object Manager -> Account -> Search Layout -> List View).
For Contact Merge: Create a custom URL button of List type with the following URL:
Now add this button to the Contact related list on Account Page layout.
How it looks!
While merging contacts, the Contact related list component doesn’t get refreshed. So the user will have to manually refresh the page.
[Update Winter 21]
Post Winter ’21 if are getting “… refused to connect” error, then try setting the ‘Behavior’ of the list button to:
Display in existing window without sidebar or header
This should fix it for you(worked for some at least)!
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