How To Merge Accounts in Salesforce In Just Six Steps
Friday, September 4, 2015, 6:00 PM | Leave Comment
If you deal with bookkeeping, record keeping or databasing software, to learn how to merge accounts in Salesforce is quite important. This is because multiple duplicate accounts can start to become an issue especially when multiple users add items that they think they are yet to add or they perform a double entry due to the occasional glitch in the database.
Whether the problem is as a result of the internet lag or not, you need to be able to know how to merge accounts in Salesforce.
Merging entries is important especially if there are multiple entries with data that does not completely match with the others, but every data there is essential.
And this means that the deleting least important of the data would be calamitous and at the same time continued the existence of multiple accounts is a problem that is likely to build over time.
So how do you deal with such a complicated problem? Well, you will need to merge accounts.
But before we proceed to merging accounts, ensure the following:
-
You have a business account, or developer/enterprise, unlimited editions for personal accounts.
-
Your accounts administer has given you “Read” and “Delete” permissions for accounts and contacts.
Now, if permissions are missing, talk with your administrator to resolve the issue.
Let’s now move to merging accounts in six simple steps:
How To Merge Accounts In Salesforce – Step-By-Step Guide
-
Open the tools section, then click on the “Accounts” tab then “Merge Accounts.”
-
To find duplicate accounts, you will be asked to enter a search string. This is a text with one or more characters. For instance, when searching for “Conglom” will find “Conglomco” and “Conglomo” simultaneously.
-
Choose three of the results you want to merge, and click on the button “Next”.
-
Clicking “Next” will take you to a page where you can select the account that you wish to make “Master Record”. The account will absorb the others and, and continue after the others are gone. This is where you will put all data from other accounts after merging them.
-
You can avoid any redundancies and overwrites in the master record by selecting which fields you wish to be taken from the other account records. Select all that you wish now.
-
To complete merging just click “Merge”. This is also the same place where readers who want to merge contacts should click.
If after hitting the “Merge” button you find that there are more duplicates, then you have an option of consolidating them into a single solid account record.
However, you should be careful when choosing the master account as well as fields you will wish to copy over.
As you have seen, it’s quite easy to learn how to merge accounts in Salesforce through the above six simple steps. If you are still not sure how to go about it, look for someone who has done it before to assist you. You can also look for an expert to help you, and of course, at a fee.
Throw us a like at Facebook.com/doable.finance
