How to Merge 2 leads with different currencies
Overcome Salesforce’s Leads merge limitation using Delpha and a record-triggered flow. Learn how to align Lead currencies before merging in multi-currency orgs.
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
orSteward Yes
)Compares the currency of both Leads
Aligns currencies to allow the merge
Setup: Flow to Align Currencies
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

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.
Step 3: Check if Currencies Differ
Use a Decision element with condition:
{!Get_Lead_1_Data.CurrencyIsoCode} ≠ {!Get_Lead_2_Matched_Data.CurrencyIsoCode}
Only continue if currencies are different.
Step 4: Determine the Master Record
Use a Formula (Boolean) named Lead1IsMaster
:
{!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.
Step 5: Align the Currency
Based on the master:
If
Lead1IsMaster = True
, update Lead 2’s currency to match Lead 1If
False
, do the reverse
Use Assignment or Update Record actions accordingly.
Lead2.CurrencyIsoCode = Lead1.CurrencyIsoCode
✅ Final Steps
Save the flow
Test with two Leads having different currencies
Activate the flow
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.
Summary Table
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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