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Salesforce EDA Package - Deduping Contacts - What's the best way to reparent relationships?


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  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? 


Validity Team Member
Validity Team Member

Hi @lydiam8,

I'm going to reach out to you about this privately.  This will most likely require a multistep process.


Anthony Lardiere Jr
Senior Customer Success Manager