Merging Accounts and contacts with important field-values and related information in Salesforce
How to guide for merging duplicate accounts and contacts in bulk 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…
Main relevant use cases:
- Auto and Bulk merging accounts with direct and/or indirect contacts (contacts that belongs to related contacts and contacts related lists)
- Auto and Bulk merging contacts that belongs to 2+ different account
- Auto and Bulk merging contacts that belongs to the same account.
- Auto and Bulk merging person accounts from the same account.
- Auto and Bulk merging person account with a business account.
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