https://mycommunity.validity.com/t5/demandtools/salesforce-eda-package-deduping-contacts-what-s-the-best-way-to/m-p/1512#M823 <P>In EDA in Salesforce, there are relationship records that connect a Contact with a Related Contact. So a relationship could link a parent to a child, for example, with the type "Parent.' There is validation logic set up that prevents you from changing the Contact or Related Contact on a relationship record, saying "Instead of changing the Contacts in this Relationship, either delete this record, or if appropriate, add an end date and update the status to Former. Then create a new Relationship record between the new Contacts." This is default EDA functionality. I'm wondering what the recommended action is&nbsp; when deduping. When I go to merge two records and the loser has a relationship, I want it to be reparented, but the validation logic above stops me. Has anyone else run into this, or does anyone have suggestions on what to do?&nbsp;</P> Tue, 28 Nov 2023 02:04:30 GMT lydiam8 2023-11-28T02:04:30Z https://mycommunity.validity.com/t5/demandtools/salesforce-eda-package-deduping-contacts-what-s-the-best-way-to/m-p/1512#M823 <P>In EDA in Salesforce, there are relationship records that connect a Contact with a Related Contact. So a relationship could link a parent to a child, for example, with the type "Parent.' There is validation logic set up that prevents you from changing the Contact or Related Contact on a relationship record, saying "Instead of changing the Contacts in this Relationship, either delete this record, or if appropriate, add an end date and update the status to Former. Then create a new Relationship record between the new Contacts." This is default EDA functionality. I'm wondering what the recommended action is&nbsp; when deduping. When I go to merge two records and the loser has a relationship, I want it to be reparented, but the validation logic above stops me. Has anyone else run into this, or does anyone have suggestions on what to do?&nbsp;</P> Tue, 28 Nov 2023 02:04:30 GMT https://mycommunity.validity.com/t5/demandtools/salesforce-eda-package-deduping-contacts-what-s-the-best-way-to/m-p/1512#M823 lydiam8 2023-11-28T02:04:30Z https://mycommunity.validity.com/t5/demandtools/salesforce-eda-package-deduping-contacts-what-s-the-best-way-to/m-p/1514#M825 <P>Hi&nbsp;<a href="https://mycommunity.validity.com/t5/user/viewprofilepage/user-id/1062">@lydiam8</a>,</P> <P>I'm going to reach out to you about this privately.&nbsp; This will most likely require a multistep process.</P> <P>Regards,&nbsp;</P> Tue, 28 Nov 2023 12:45:54 GMT https://mycommunity.validity.com/t5/demandtools/salesforce-eda-package-deduping-contacts-what-s-the-best-way-to/m-p/1514#M825 AnthonyValidity 2023-11-28T12:45:54Z