How to Mass Merge Duplicate Accounts in Salesforce
incl. expert's technique for merging field content and merge strategy
Duplicate accounts in Salesforce (or salesforce-dot-com – SFDC) hurt your organization’s overall performance and waste your Sales-reps time. Duplicate data may also lead to poor customer experiences, such as repetitive emails / spamming, multiple reps contacting the same prospect again and again, etc.
For an IT admin, they’re a general pain. merging accounts / contacts / leads is a well-known ongoing task that usually requires admin to preform manual repetitive work. In this article we’ll show you how to make this repetitive task less time-consuming.
If you’ve never merged CRM records, this process is commonly known as deduping, in Salesforce, it may seem a bit complex, especially if you’re not a technical person. But Salesforce’s UI is well-known for its usability. As long as a user has the right permissions, they will be able to merge the duplicates one by one.
To merge duplicate accounts in Salesforce (using Salesforce's Vanilla tool) you first need to have Duplicate Rules activated in order to generate a Salesforce duplicates-report. Once the rules as set and the report is ready, you will be able to see the duplicates. Salesforce tool will allow you to merge up to three accounts and it will also offer you to preserve the data you select aka surviving data. This can be done both in Salesforce Classic and Salesforce Lightning. In both scenarios the remaining account will be known as a Master account / record. With the Vanilla tool you will be able to select exactly one value for the master/surviving record which may create a new data-integrity problem for certain fields such as phone (if the 2 records that you are merging have 2 different phones then it is only logical to keep them both) keep on reading and you will find the solution for the data-integrity problem and how to mass merge more then 3 records in Salesforce + the option to mass merge multiple duplicate-groups into multiple unique records.
Finding Duplicates in SalesforceSales-rep usually spot duplicate accounts / records during repetitive sales cycle and through angry replies to a persistent campaign emails. It is recommended to avoid those pitfall and to find those duplicates before they find you, create a duplicate records report (Salesforce gives the steps here). To track different objects (Accounts, Leads, and Contacts), you need separate reports.
Blocking new DuplicatesYou can use the standard Salesforce rules to identify duplicates based on a matching rule (criteria). The folks at SFDC have also gone even further and allowed you to set up alerts rules that will notify the user if a duplicate exist in your CRM, The admin has the option to allow / block the creation of new duplicates. You can set these options for existing rules (SFDC standard rules) and for custom rules.
Salesforce's Duplicate Rules LimitationsWith Salesforce you can only merge up to three records at one time and preserve exactly one surviving value while losing the others. For example when you merge two accounts with two different phones with Salesforce's merge you will lose one phone (with zaapit you can transfer the second phone to the mobile/fax/other field).
In addition to the above, If you have a few dozen of duplicate accounts you will be able to merge them manually, but if you have more duplicates (like most activate CRM users) then the merge job will take more time. With ZaapIT on the other hand you will be able to mass merge 200 rows in one click or setup an auto-merge job and clean those duplicates automatically.
Salesforce merge can only merge contacts, accounts, leads and cases, you can use ZaapIT’ s app to merge other objects.
Who can merge accounts in Salesforce?
The following roles / profiles have the permission to merge accounts and / or other objects in Salesforce (dedupe).
- The org’s System Administrator (admin). Most rules that apply to users in the org do not apply to the admin because, well, they’re an admin, admins have the modify all / delete all permissions enabled for them.
- The Account owner of the accounts that you’re trying to merge. This user will have more restrictions than the admin.
- A user with a higher role in Salesforce than the Account owner (in some cases this option will not be available when hierarchy recording sharing is disabled through Salesforce's setup > sharing setting).
- A user with “delete all” permission for the Account object. If this user is not the account owner, they need that “delete” permission, as well as “edit” permission for Cases and Opportunities.
- A user assigned to a permission set with the modify all / delete all permissions enabled for the relevant objects (accounts + related objects)
Merging Duplicate Accounts / Contacts / Leads in Salesforce Classic and Salesforce LightningTo merge duplicate accounts manually in Salesforce classic go to the account's tab page > click the merge Accounts link under the tools section> click the find accounts> choose up to 3 duplicate accounts > choose the master record > choose the surviving values > click the merge button.
To merge duplicate accounts manually in Salesforce lightning go to the account's record page > click the View Duplicates message on the top> choose up to 3 duplicate accounts > click next> choose the master record > choose the surviving values > click the merge button.
The Salesforce's vanilla merge only works for duplicate accounts / contacts / leads, Salesforce's merge doesn't offer a mass merge option, you can use ZaapIT’s app to mass merge any objects.
Mass / Auto Merging Accounts in Salesforce!
To mass merge and/or Auto merge accounts in Salesforce you will need to install ZaapIT, once done go to the dedup-manager app> job's tab and click the new merge job button> follow and the wizard..