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Merging Accounts RRS feed

  • Question

  •  Is there any way out of the box to limit the ability to Merge Accounts but keep the ability to Merge Leads and Contacts?
    Even if they are the User's own Accounts. No Accounts to Merge, ever...
    Friday, July 27, 2012 8:39 PM

Answers

  • Hi,

    This could have been controlled via security settings but the Merge permission either applies to all or none. It can't be broken up by entities. You could however write a simple .Net plugin and register it on the Merge event for the Account entity. Just abort the call every single time in the plugin and throw a clear error message.

    Thanks,

    Mayank

    • Proposed as answer by MayankAgrawal Friday, July 27, 2012 9:07 PM
    • Marked as answer by ZaraJK Friday, July 27, 2012 9:08 PM
    Friday, July 27, 2012 9:07 PM

All replies

  • Hi,

    This could have been controlled via security settings but the Merge permission either applies to all or none. It can't be broken up by entities. You could however write a simple .Net plugin and register it on the Merge event for the Account entity. Just abort the call every single time in the plugin and throw a clear error message.

    Thanks,

    Mayank

    • Proposed as answer by MayankAgrawal Friday, July 27, 2012 9:07 PM
    • Marked as answer by ZaraJK Friday, July 27, 2012 9:08 PM
    Friday, July 27, 2012 9:07 PM
  • Thank you. I was aware of the all or nothing.  Unfortunately, I am not a developer! :(

    Friday, July 27, 2012 9:10 PM