How to Bulk Merge Accounts in Salesforce effectivity

Merge unlimited number of records with a single click in bulk + combine fields content based on a field-merge-strategy


Duplicate accounts in Salesforce, can be a real headache. They not only slow down your organization's performance but also eat up your Sales-reps' valuable time. Plus, they often result in annoying customer experiences – think repetitive emails, spamming, and multiple reps bombarding the same prospect endlessly! But fear not, for there's a solution in sight! As an IT admin, we know the pain you go through. Merging accounts, contacts, and leads is a notorious, ongoing task, usually involving tedious manual work. But in this article, we unveil the magic formula that transforms this repetitive chore into a lightning-fast, hassle-free process.
 

Mass / Auto Merging Accounts in Salesforce! 

To mass merge and Auto merge accounts or other objects 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. Use the copy fields section to set the right field-merge-strategy for each field, ZaapIT offers advanced field-merge strategies for differant field types e.g. you can combine/concatenate description fields, keep 2+ phones instead of losing the old phone....
    Mass Merge accounts in Salesforce
    Auto Merge opportunities in Salesforce
    Bulk Merge opportunities in Salesforce
    Auto Mass Merge contacts in Salesforce
    Dedup-manager overview in Salesforce



    Try ZaapIT for FREE Now!


    Quick Links  
    Mass Merge accounts in Salesforce!Auto/Bulk Merge contacts in Salesforce!Bulk Merge opportunitiesMass / Auto Merge records in Salesforce!Bulk Merge opportunitiesDedup-manager overview
    We use cookies to personalize content and ads, to provide social media features and to analyze our traffic. For more information, please read Our Cookie Policy