Salesforce is one of the most reliable CRM tools that can be used to improve business efficiency and record keeping. One of the popular tasks in Salesforce is merging various accounts to sync data between different records. While merging accounts in salesforce is an inevitable aspect of using this tool, it often presents different problems for users. There are various explanations in several Salesforce tutorials available online. Nonetheless, here is everything you need to know about account merging and how to customize Salesforce to suite your unique requirements.
What are the Benefits of Merging Accounts in Salesforce?
Merging accounts in Salesforce has many obvious and straightforward advantages. It is an important thing to accomplish in any record keeping, databasing or book keeping software. Without this sync, you will have multiple duplicate records that present various levels of problems. Users may add objects they think are yet to be included. Other cases involve generation of double entries when submission was made for only one calling for deleting. Either way, it is crucial to resolve this issue since it only gets worse with increasing duplicate content. It also makes things much easier to deal with and less time consuming.
How to Merge Accounts in Salesforce?
Before you start merging accounts in Salesforce, you will need unlimited/developer/enterprise personal account. You also need the “read” and “delete” permissions for your contacts and contacts. Without such permissions, you cannot achieve merging. Contact your admin if these permissions are not available in your module.
Once you have the permissions, use these 6 steps to merge your accounts in Salesforce.
Step 1 – Go to the “Accounts” tab then hover the cursor on the tools section. Click on “Merge Accounts”
Step 2 – You will be asked to type in a search string (a text consisting 1 or more than 1 characters) Wildcard is always allowed which means searching for “Dat” will find “Date” and “Data” simultaneously
Step 3 – Select the results you want to merge. You can only merge up to three results at a time. Click on “Next” after selecting
Step 4 – Select one account to be your “master Record”. This is essentially the account that is meant to take up the others into one grand account. All the data in other accounts will be shown in the master record
Step 5 – Salesforce will normally ask you to select the field that you want removed from the master record. This is so to eliminate redundancy. Select the fields and remove them
Step 6 – The last step is simply clicking on “Merge” which completes the merging process.
This will finish the merging and all your fields will be organized in a single account. With Salesforce, you can also merge contacts and other records.
Account merging is very important and prevents various challenges that users experience when dealing with Salesforce. When you notice that some duplicates still exist, simply perform the merging process once more until all are consolidated to be one solid account record. It is rather easy to merge accounts. However, be keen when selecting fields to include and/or remove from the master record. In some cases, merging accounts in Salesforce may result in multiple duplicate which requires repetitive merging.