What’s happening is that the merge button was generated as a “Home page component”, not a Detail page button. When a button is created for the Home page, Apsona does not receive the specific Gift (Opportunity/Donation) record ID you’re viewing. As a result, it runs the merge against the entire data source (which is why you’re seeing all gifts for the account).
Why it pulls all gifts:
Home page component → no record context → Apsona merges all matching records
Detail page button → passes the current Gift record ID → Apsona merges only that gift
How to fix it:
You’ll need to regenerate the button code with the correct usage setting and replace the existing button code in Salesforce.
Step 1: Regenerate the button code in Apsona
Go to Apsona → Settings → Merge actions
Open the merge action used by your button
Click Make Button
In “This button will be used in”, select
Detail page for [your Gift object]
(for example: Detail page for Opportunity)
Click Generate and copy the new code
Go to Salesforce Setup → Object Manager
Open your Gift / Opportunity object
Go to Buttons, Links, and Actions
Edit the existing merge button
Replace the old code with the newly generated code
Save and refresh the record page
Result:
After this change:
Clicking the button on a Gift record will run the merge only for that specific gift
It will no longer pull all gifts related to the account