QUESTION:
I am getting the following error when DupeBlocker is attempting to auto-merge duplicate Person Accounts. How can I resolve?
DupeBlocker has encountered an error. Please contact your Salesforce administrator with the following information:
*** Executing Method: DB_AutoMerge.asyncMerge
*** Exception Type: System.DmlException
*** Exception Cause: null
*** Exception Message: Merge failed. First exception on row 0 with id 001C0000014KEpTIAW; first error: INVALID_FIELD_FOR_INSERT_UPDATE, Account: bad field names on insert/update call: Name: [Name]
ANSWER:
This error occurs when the auto-merge process attempts to access the Account Name field for update or to include in the auto-merge task.
Customizations need to be made to the auto-merge settings for Person Account Scenarios to resolve this error:
The Default Mergeable and Non-Mergeable field actions must be changed from their defaults of "Merge" and "Update if Blank" to "Ignore"
The Default Include in Task Value must be changed from checked to unchecked
Each Person Account field that should be affected (merged, overwritten, updated if blank) in the merge will need to be manually mapped using the "Add New Merge Mapping Option"
ONLY Person Account fields should be included in the Mapping
DO NOT INCLUDE Account Name in the mapping
More information for configuring DupeBlocker to work correctly for Person Account can be found here.
