Best Practices for Salesforce Merge Accounts and Contacts

Merging contacts in Salesforce can be done easily, but you will need to follow the right procedure. You can use a reliable Salesforce training material to help you perform the best practices. If you have duplicate contacts, you can use the Salesforce merge accounts and contacts. This will help you to limit the long list in your Salesforce. Also, you will be able to combine the accounts that relate to each other.

 

Salesforce Merge Accounts – Best Practices

Propagating the accounts and merging the contacts
When you are merging contacts in Salesforce, you should expect to come across some challenges. One challenge with Salesforce Merge Accounts is that the Account Merge and the contact merges that are in the source org, Force Corp Org, cannot be propagated to the ACME Corp, the target org. If there are any child records that have been re-parented due to the merging process, they will not fire the triggers.

 

Solution for Salesforce Merge Accounts

Re-parenting will be done to the child records of the losing accounts, in cases of the Account Merge. Usually, during an account merge, there will be two accounts, the victim and the survivor account. The victim account is also known as the losing account and it will be deleted from the org. The cases and contacts are the child records for the account. Suppose the child records of both the accounts have already been shared externally, you will need to propagate the relationship between the records. Here, you will propagate the relationship between the child records of the survivor account and the losing account. The records must be within the target org.

If the challenge is as a result of Merging the Contacts, you will need to re-parent the child records of the losing contact. The Cases are the child records for the Contacts. If both the child records of the contacts have been shared externally through Salesforce to Salesforce, you will need to propagate the relationship. The relationship between the child records of the losing Contacts and the winner Contacts will be propagated in the target org.

Source Org Setup

For the contact object, you will need to create a new formula field that follows the type text. You will need to label it as S2S Account ID and give it an API name, S2S_AccountId_c. For the formula text, you will choose a profile for the user that has the Manage Connection authority. For the Case Object, you will need to create a new formula field and name it S2S_AccountId_c. You should also choose a profile that corresponds to the user that has the permissions of the manage Connections.

Always follow the right procedure when you are carrying out the Salesforce merge accounts. This will help you to avoid the common problems associated with the merging. You can follow a Salesforce training material to learn more about Salesforce merge accounts. This can also let you know the process of importing contacts in Salesforce and remove the duplicates. If there are duplicate accounts and contacts, you can use the merge function to limit them. This will allow you to have a decent list that is free of duplicates.

Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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