Prerequisites

• At least one MergeUp template created for each object you wish to merge in your batch.
• Create the flow you want to use to create a MergeUp Batch or Batches.

Overview

Flows provide a convenient and powerful way to choose records for a MergeUp Batch and customize the batch to your needs. This walkthrough shows how to use a collection of records in a Flow to create a new MergeUp Batch.

Steps

1. Add a Get Records element to your flow. Add any conditions to it that you would like in order to select the records you want in your batch.

2. Add another Get Records element to retrieve the Id of the MergeUp template you would like to use when mergeing in the batch. Be sure to select "Only the first record" so that the output only has one template in it:

   

3. Create a new Action element, and select Create MergeUp Batch with Records. Pass in the collection of records you selected earlier, and the template id:

   

4. That's it! When the flow is run, a MergeUp Batch will be created with a log for each of the records that was selected in the Get Records element.

Notes

• Any record collection can be used for the input, as long as the template used is a Record type MergeUp Template on that object.
• One of the things you could do using the mergeBatchId from CreateBatch_Globals.CreateBatchResponse is start the MergeUp Batch by changing its status to Started. For more information on starting a MergeUp Batch, see Starting a MergeUp Batch.

Next Steps

• Learn how to start your MergeUp Batch.

  • Starting a MergeUp Batch
  • Starting Multliple MergeUp Batches
  • Scheduling a MergeUp Batch to Start Later

• Learn other ways to batch merge with MergeUp

  • Generating Multiple Documents Based on a Report
  • Generating Multiple Documents from a List of Records in Apex