Tips On How to Merge Accounts In Salesforce

Salesforce is a cloud company that is located in San Fransisco. This company is well known for its Salesforce customer relationship management product. The product constitutes Service Cloud, Sales Cloud, Work.com, Chatter, Marketing Cloud and Force.com.

Your productivity and mental health relies heavily on how well organized your contacts remain on Salesforce. It does not matter whether your sales representative is very diligent; there are times when duplicate records may find their way into your system. If this happens, and you realize that you have several duplicate accounts, there are simple methods on how to merge accounts in salesforce that you can follow to ensure that you merge your accounts into one, thus getting rid of any duplicates. Having a single record will ensure that all your representatives are working using the same account.

Tutorial On How To Merge Accounts In Salesforce

Log into your Salesforce account and select the Account tab. This tab will show you some of your recent account transactions as well as links that are labeled “Tools” and “Reports”. Click on the tools column that is located on the bottom right. You will come across a link called “Merge Accounts”. Click on it.

Use this particular tool to locate any duplicate records. You can do this by typing in ‘Sales’ and clicking on the Find Accounts tab. Once you find the duplicate records, you can easily merge up to three records. If there are more records that need to be merged, then you can simply repeat the whole process.

Select the records that look like duplicates and click on “Next” in the tool. The wizard will present you with a side by side comparison of the two records that you think are duplicates.

For each field that is selected, you will need to select which information you would want displayed in the newly merged account. Usually, the rows that contain conflicting information will be highlighted.

Once you have selected the fields, click on the “Merge” button. A popup box will warn you that once the merge has occurred, it cannot be reversed or undone. Lastly, click on the “OK” button and your records will be merged.

There are a few things you should note when it comes to learning how to merge accounts in Salesforce. The user and ‘created by’ date will still be retained in the new account. Also, any records that are related to both duplicates will still be retained. Such records may be attachments, notes or activities.

If you discover that you have duplicate contacts and want to merge them, the procedure is almost similar to that of merging accounts. Simply click on the Accounts tab and scroll down to your contact list. Look for the button labeled “Merge contacts” and click on it. Select any records you would like to remove or retain then click “Next”. Lastly, simply click on the “OK” button to merge your duplicate contacts.

Follow these simple tips on how to merge accounts in salesforce and you will easily get rid of any duplicates you may have.