# How to Merge 2 leads with different currencies

## How to Merge Leads with Different Currencies in a Multi-Currency Salesforce Org

Salesforce **blocks the merging of Leads** that have different currencies when Multi-Currency is enabled. This limitation can disrupt your deduplication process — but Delpha provides a smart workaround using automation.

This guide explains how to **automatically align currencies** on duplicate Leads before merge using a **record-triggered Flow**.

#### ❗ Salesforce Limitation

> Salesforce does **not allow merging Leads** with different `CurrencyIsoCode` values when Multi-Currency is enabled.\
> This is a **hard block** and not configurable through standard settings.

## Delpha-Compatible Workaround

Delpha lets you automate the fix using a **Flow** that:

* Detects when a pair is ready to merge (`Auto Yes` or `Steward Yes`)
* Compares the currency of both Leads
* Aligns currencies to allow the merge

### Setup: Flow to Align Currencies

\
&#x20;![image.png](https://help.delpha.io/servlet/rtaImage?eid=ka0EY000000094C\&feoid=00N5w00000NsgBL\&refid=0EMEY000000ZBAn)

#### Step 1: Flow Trigger

* **Object**: `DDQ Duplicate Record`
* **Trigger**: On Create or Update
* **Conditions**:
  * `delpha__status__c = Auto Yes OR Steward Yes`
  * `Name = Lead`
* **Trigger every time record is updated and meets conditions**

<div align="left"><figure><img src="/files/aakG2ZFlTygJJQo9HTgN" alt="" width="375"><figcaption></figcaption></figure></div>

#### Step 2: Retrieve the Lead Records

Use **Get Records** twice:

* One for `delpha__RecordId__c`
* One for `delpha__MatchedRecordId__c`

**Object**: Lead\
**Store**: All fields from both records for further processing.

![](/files/12piREiJeEyLO6aliRy3)<br>

#### Step 3: Check if Currencies Differ

Use a **Decision element** with condition:

```plaintext
{!Get_Lead_1_Data.CurrencyIsoCode} ≠ {!Get_Lead_2_Matched_Data.CurrencyIsoCode}
```

Only continue if currencies are different.

![image.png](https://help.delpha.io/servlet/rtaImage?eid=ka0EY000000094C\&feoid=00N5w00000NsgBL\&refid=0EMEY000000ZBL2)

#### Step 4: Determine the Master Record

Use a **Formula (Boolean)** named `Lead1IsMaster`:

```plaintext
{!Get_Lead_1_Data.CreatedDate} < {!Get_Lead_2_Matched_Data.CreatedDate}
```

This assumes you're using **Oldest Created Date** as the merge rule.\
If using custom rules, adjust accordingly.

![image.png](https://help.delpha.io/servlet/rtaImage?eid=ka0EY000000094C\&feoid=00N5w00000NsgBL\&refid=0EMEY000000ZBMj)

#### Step 5: Align the Currency

Based on the master:

* If `Lead1IsMaster = True`, update Lead 2’s currency to match Lead 1
* If `False`, do the reverse

Use **Assignment** or **Update Record** actions accordingly.

```plaintext
Lead2.CurrencyIsoCode = Lead1.CurrencyIsoCode
```

![image.png](https://help.delpha.io/servlet/rtaImage?eid=ka0EY000000094C\&feoid=00N5w00000NsgBL\&refid=0EMEY000000ZBTk)

#### ✅ Final Steps

* Save the flow
* Test with two Leads having different currencies
* Activate the flow

{% hint style="warning" %}

* If you are using Delpha bot, you must modify the standard Duplicate Lead conversation by adding a step that will perform a similar copy **before** the merge action is done.&#x20;
  {% endhint %}

## Summary Table

| Element       | Purpose                            |
| ------------- | ---------------------------------- |
| Trigger       | On `DDQ Duplicate Record` update   |
| Filter        | `Status = Auto Yes or Steward Yes` |
| Master Logic  | Based on CreatedDate or formula    |
| Update Action | Align non-master currency          |


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