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Merging accounts using SDK (PDI) in C4C

Oct 25, 2017 at 10:39 AM

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Hi Experts,

We have a requirement to merge accounts based on certain criteria within the SDK, is this currently possible like it is in the UI? if not is there a work around that can be used to allow the merging of two accounts. The master will be the current context when in the before save.

Thanks,

Jon

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1 Answer

Pratyush SINHA Jun 05 at 09:56 AM
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Hello Jonathan ,

I have a similar requirement. Did you find any option to solve your requirement? .

Please share.

Thank you

Regards

Prat

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Hi,

Not from the SDK directly, our scenario was from ERP. So we have a program that queries accounts with the criteria for the duplication check and we then amend the existing record if a duplicate is found.

Thanks,

Jon

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