after "Merge" ids are not replaced

[arturkulik]

Hi guys,
i have a problem with Lead and records that lead is converted to


i have some flows that convert Lead to Acc Oppo Contact, but there are situations that ti neeed to run them once again (what creates now Acc Oppo Contact) or i have doubled recrds that need to be merged.

when i merge them (setting as main object that is not in "Converted to" box on lead) it does not replace objects in "Converted to" box and i got id of deleted item:



Please folow my steps:

1 created lead
2 convert it to Opportunity
3 duplicate opportunity simulating record created by hand or from second flow run
4 merge them using copied as main


is this mechanic done on purpose?

when i have opportunity with account ( relation by accountId) and i duplicate Acc with other name, then merge both acc using new as Main
relation on opportunity is replaced correctly

[victor]

This situation is logical and predictable because there is a One-to-One-Left relationship between Opportunity and Lead entities. This means that originalLead can only be specified in one Opportunity.



This is why:
- When you convert a Lead to an Opportunity, you cannot affect the originalLead field.



- When you duplicate an Opportunity that was converted from a Lead, you will not be able to select the originalLead at the time of duplication:



Therefore, if you want your originalLead to be combined with the Opportunity you need during the Merge procedure for opportunities, you should take the main Opportunity to which originalLead is assigned:

[arturkulik]

i got it Thank You,

it's not as simple as You show in our Case,
we can not use always first opportunity as main because if next processes (on opportunity) that tstarted from second opportunity ( we need to save its id as visible in system) to let them to be processed when further data that is coming back.

if this is One to one left maybe merege function should give option to fix Original Lead? or should do it autimaticly?

[victor]

merege function should give option to fix Original Lead

I don't quite understand what you're talking about? Maybe it's about removing the "Read-only" option in Administration > Entity Manager > Opportunity > Fields > Original Lead.

[arturkulik]

Sorry, i haven't checked it before. sure it's RO.
Thank you