Salesforce Contact Merging: Impact on Contact Roles and Associated Non-Master Contacts

Contact Merging and its Impact on Contact Roles

Question

What happens during merging contacts that have contact roles on non-master contacts associated with them?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: B

Contact roles on non-master contacts will lose their status as primary contacts when contacts are merged.

Option A is incorrect because contact roles will not be merged

Option C is incorrect because we will not have any error related to the contact roles

Option D is incorrect because a contact role will not be able to hold the two values from each contact upon merging.

Reference:

When merging two contacts in Salesforce, any associated contact roles will also be merged. The merged contact will have all the contact roles from both original contacts.

Option A is correct in stating that contact roles are merged when contacts are merged.

Option B is incorrect because the contact roles will not lose their status as the primary contact. Contact roles are separate from the primary contact field, which is used to designate the main contact for an account or opportunity.

Option C is incorrect because there is no error message that prompts you to select the contact role. However, it is important to note that if there are multiple contact roles for the same role type on the two contacts being merged, Salesforce will prompt you to select which contact role to keep.

Option D is incorrect because contact roles do not hold two values from each contact. Instead, they are merged and the merged contact will have all the contact roles from both original contacts.

In summary, when merging contacts in Salesforce, the associated contact roles are also merged and the merged contact will have all the contact roles from both original contacts.