Merging Accounts and contacts with important field-values and related information in Salesforce

How to bulk merge your duplicate accounts and contacts while keeping important field-values, related records and account-contact-relation or hierarchy

Last modified by Ben Ford, on 27/Feb/2023
Most of the people that want to merge duplicate accounts and contacts in Salesforce wants to preserve/combine the right data, all the related records from the master/surviving-record and the non-surviving records. With ZaapIT you can clean your data in bulk with ease and keep/combine the relevant data and related records, the app will also allow you to create the right account-contact-relation automatically to reference indirect and direct contacts on the surviving account. When merging 2+ contacts from 2 different accounts the app will also create the right account-contact-relation for those related account. This option is automatically enabled when you enable Salesforce the following option under setup> account settings> “Contacts to Multiple Accounts Settings> Allow users to relate a contact to multiple accounts”. The app will also allow you to combine the record’s field values, for example it will allow you to: concatenate the values, keep the highest/lowest value, keep the newest/oldest value, combine with a destination field and etc…

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Main relevant use cases:

  1. Auto and Bulk merging accounts with direct and/or indirect contacts (contacts that belongs to related contacts and contacts related lists)
  2. Auto and Bulk merging contacts that belongs to 2+ different account
  3. Auto and Bulk merging contacts that belongs to the same account.
  4. Auto and Bulk merging person accounts from the same account.
  5. Auto and Bulk merging person account with a business account.


    Auto Merge Contacts in Salesforce

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