Merge Action in Cloud Flow

Introduction-

In this blog we will understand the Trigger and Action available for Merge Action in Power automate (Cloud Flow).

Problem Statement:

1) We want to retrieve data once the Merge is performed on two records.

2) We want to merge 2 records using flow.

Solution:

For the first statement, we will be triggering a flow on Merge Action.

Note- Table name will differ as per the requirement, here for example I have considered Lead.

The output of the trigger is a JSON body that needs to be parsed, below is the schema.

    {"type": "object",

    "properties": {

        "InputParameters": {

            "type": "object",

            "properties": {

                "Target": {

                    "type": "object",

                    "properties": {

                        "Id": {  "type": "string"},

                        "LogicalName": {   "type": "string"},

                        "Name": {},

                        "KeyAttributes": {   "type": "array" },

                        "RowVersion": {}}},

                "SubordinateId": {"type": "string" },

                "PerformParentingChecks": { "type": "boolean" },

                "x-ms-app-name": { "type": "string" } } },

        "OutputParameters": { "type": "object",

            "properties": {} },

        "ItemInternalId": {   "type": "string"  },

        "SdkMessage": {  "type": "string" },

        "RunAsSystemUserId": { "type": "string"  } }}

The parsed output will provide the Target Id and the Subordinate ID.

Target/ Id - is the master record and Subordinate is the record that was merged and set to Inactive.

For the second problem statement, we need to merge 2 records.

We perform an unbound action Merge

Target- Master record

Subordinate Id- the record to be merged.

UpdateContent- additional entity attributes to be set during the merge operation for accounts, contacts, or leads. This property is not applied when merging incidents.

PerformParentingChecks- a value (Yes/ No) that indicates whether to check if the parent information is different for the two entity records.