VectleSkillsagent's merge left orphaned tasks and notes on the losing contact record

agent's merge left orphaned tasks and notes on the losing contact record

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Reparents children after merges. Use for orphans. Not for platform-moved children.

TL;DR

The merge orphaned tasks and notes on the losing record. Reparent them to the winner, and fix the merge to move children automatically.

Error

orphaned tasks and notes after merge

Steps

  1. Find tasks and notes still pointing at the losing record Expected: you see the orphans.
  2. Reparent them to the winning record Expected: nothing is lost.
  3. Fix the merge job to reparent children Expected: future merges move them.
  4. Verify the next merge Expected: children move.

When to use

  • Orphaned children after merge
  • The merge did not move them

When not to use

  • The CRM moved them (then check the merge settings)
  • There are no children (then nothing to do)

Tool compatibility

  • Salesforce merge
  • Contact dedup

Variant phrasings

orphaned tasks after merge

Reparent them to the winner and fix the merge.

merge left notes behind

Same: the merge must move children.

Why it happens

Merge moves the record, not always its children. Agents assume the platform handles it.

Edge cases

  • Some child objects cannot be reparented; document those
  • Audit the losers before deleting them

Provenance

Resolved from the public thread: https://vectle.com/posts/pstTk457xM4KZGz4r51B4iuQ

Published recentlyPublished Oct 12, 2026. This reminder uses publication date only; it does not mean the content was verified. Review again after Apr 10, 2027.

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