Team,
Hope all is well.
Hoping you can help me on the following ask
I have identified a list of duplicate records based on Identification Numbers ,
With business feedback, i then determine what "Identification number" should be the survivor , and populate a "Y" in the survivor column .
Identification Numbers | contact_id_long | Survivor |
BJE01016 | 003f100002B30fUAAR | |
BJE01016 | 0033a00002fWI0ZAAW | y |
BJE01016 | 003j000000qHFphAAG | |
ACJ00030 | 0033a00002XGOMuAAP | |
ACJ00030 | 003j000000qHEYuAAO | |
ACJ00030 | 0033a00002WjaENAAZ | Y |
Where i need your help
1) Any time Survivor ='Y' for a given Identification number, then get the corresponding "contact_id_long" field and extract the first 15 left chars and populate in a new column called "Master ID"
1a) The 15 chars of that master Id should be populated for all the rows for a given Identification number
Identification Numbers | contact_id_long | Survivor | MasterID |
BJE01016 | 003f100002B30fUAAR | 0033a00002fWI0Z | |
BJE01016 | 0033a00002fWI0ZAAW | y | 0033a00002fWI0Z |
BJE01016 | 003j000000qHFphAAG | 0033a00002fWI0Z | |
ACJ00030 | 0033a00002XGOMuAAP | 0033a00002WjaEN | |
ACJ00030 | 003j000000qHEYuAAO | 0033a00002WjaEN | |
ACJ00030 | 0033a00002WjaENAAZ | Y | 0033a00002WjaEN |
Hyper Link creation
Using Identification number = ACJ00030
1b) Create a hyperlink that's unique for Identification number
1c) The first part of the hyperlink never changes https://salesforce.com/merge/conmergewizard.jsp?goNext=+Next+&p2=
1d) &p2=xxxxx this will help choose the master record. (this xxxxx needs to be replaced with the Master id)
1e) Hyperlink so far would look like this;
https://salesforce.com/merge/conmergewizard.jsp?goNext=+Next+&p2=0033a00002WjaEN
1f) Once the master id has been set, the last segment is a collection of contact_id_long to be appended to the hyperlink already formed. To do this all use the parameter name of "&cid=" + contact_id_long
Formula would now look like this :
https://salesforce.com/merge/conmergewizard.jsp?goNext=+Next+&p2=0033a00002WjaEN&cid=0033a00002XGOMuAAP
The formula would grow depending on volume of contact_id_long for a given IRN as shown below
Final outcome
Identification Numbers | contact_id_long | Survivor | MasterID | Hyperlink |
BJE01016 | 003f100002B30fUAAR | 0033a00002fWI0Z | https://salesforce.com/merge/conmergewizard.jsp?goNext=+Next+&p2=0033a00002fWI0Z&cid=003f100002B30fU... | |
BJE01016 | 0033a00002fWI0ZAAW | y | 0033a00002fWI0Z | https://salesforce.com/merge/conmergewizard.jsp?goNext=+Next+&p2=0033a00002fWI0Z&cid=003f100002B30fU... |
BJE01016 | 003j000000qHFphAAG | 0033a00002fWI0Z | https://salesforce.com/merge/conmergewizard.jsp?goNext=+Next+&p2=0033a00002fWI0Z&cid=003f100002B30fU... | |
ACJ00030 | 0033a00002XGOMuAAP | 0033a00002WjaEN | https://salesforce.com/merge/conmergewizard.jsp?goNext=+Next+&p2=0033a00002WjaEN&cid=0033a00002XGOMu... | |
ACJ00030 | 003j000000qHEYuAAO | 0033a00002WjaEN | https://salesforce.com/merge/conmergewizard.jsp?goNext=+Next+&p2=0033a00002WjaEN&cid=0033a00002XGOMu... | |
ACJ00030 | 0033a00002WjaENAAZ | Y | 0033a00002WjaEN | https://salesforce.com/merge/conmergewizard.jsp?goNext=+Next+&p2=0033a00002WjaEN&cid=0033a00002XGOMu... |
NB :
Looking forward to your assistance
Regards
Masond3
Solved! Go to Solution.
@Masond3 see the attached workflow. I believe this takes care of all your criteria. Please mark the thread solved if this fits your usecase or let me know if you have any questions.
@griffinwelsh Thanks for such a quick turn around.
Just had a quick look. So the hyperlink is being set correctly up until the "Master Id" however the remaining contact_id_long, for a given Identification Number are not being appended. (Looks like the hyperlink is not showing you the full pathway in the table above)
If you look at the final outcome, you will see each row, for a given identification number have a different hyperlink, when in fact all three rows should be the same
The final outcome for each row where the Identification number is the same should look like this (The bold IDs are the contact_id_long for the given Identification number)
https://salesforce.com/merge/conmergewizard.jsp?goNext=+Next+&p2=0033a00002WjaEN&cid=0033a00002XGOMuAAP&cid=003j000000qHEYuAAO&cid=0033a00002WjaENAAZ
@Masond3 sorry I misunderstood the requirement. I have attached an updated workflow that should fix the issue.
@griffinwelsh This exactly what i am after. Thank you very much Sir !