Merging accounts in Salesforce is simple once you learn how to do it.
This guide is just what you need to get started.
You’ll be able to merge duplicate accounts in Salesforce like a pro in no time.
Why Merge Accounts?
Merging accounts in Salesforce allows you to combine two different accounts into one. Salesforce will use the master record to overwrite any duplicate fields when you merge them.
Merging records can be helpful when it comes to cleaning up your data so that your organization has complete, accurate information on its contacts, accounts, and leads.
What Is Salesforce?
Salesforce is a Customer Relationship Management (CRM) software that provides companies with tools to manage customer accounts, sales leads, and marketing campaigns.
Salesforce users can create and customize their data fields, build custom apps, and set up workflows to automate routine tasks. These features help organize a company’s processes.
Types of Mergers
There are various mergers available in Salesforce:
Account Merge – When you have two accounts that are the same, such as when a business changes its name, or you have two accounts with the same information (for example, one with a misspelling), you should use this to make sure your data is clean and accurate.
Contact Merge – Use this when you have multiple contacts that are the same person.
Lead Merge – This is how you combine duplicate leads into one record so they don’t take up space unnecessarily.
Mass Merge – Mass merge allows you to merge up to three records into a single master record.
Merging Accounts With Different Names
If you’re merging accounts in Salesforce with different names, all you have to do is change the name on one of the accounts.
Find the account with the name you’d like to keep and click on it.
In the upper right-hand corner, click “Edit,” then change the name of that account to be what you desire.
Once you’ve done this, go back to your list of accounts, find the other account, and click on the dropdown menu in its upper right-hand corner.
From there, select “Merge.” You’ll see a pop-up window with one field: “Search for Duplicates.”
Enter the name of the account you just changed into this field and click “Search.”
Select that Account from the search results.
On the next page, check all of the boxes (if there are any unchecked) and scroll down to hit “Next.”
Recheck all boxes if necessary on the final page and click “Merge.”
This is how you can perform the task of Salesforce merge accounts with different names.
Mass Merging Accounts
Mass merging accounts allows you to combine duplicate accounts into one. Before you begin, be sure that you have the following:
- A list of the duplicates
- The master account that’ll be kept
- The records you want to keep in the master record, or which records you want to merge into the master record
When merging accounts in Salesforce, a primary account is required.
You can choose to delete the merged accounts on the master record by selecting “Delete Accounts” when prompted. When deciding which fields you’d like to keep, choose one of each type of field (text, number, etc.), as you can’t merge two fields of the same type.
How to Merge Duplicate Accounts?
Admins can perform the Salesforce merge accounts operation in a few easy steps.
- Click “Setup” and go to Data Management > Mass Delete Records.
- Select “Accounts” in the dropdown menu, then click “Next” at the bottom of the page.
- Click on “Select Records to Delete” and select which accounts you would like to merge.
- The next screen will ask you to choose what will happen to the records after they are merged.
- You should then select “Merge” from the dropdown menu.
- Once that’s done, enter a name for the master account that’ll survive after the merge is complete (the other accounts will be deleted).
- Click “Next” when you’ve made your selections.
- A final review screen will show you all the information about your merge before it happens.
- When you’re sure everything looks correct, click “Delete,” and your accounts will be merged!
What Is Salesforce Lightning Experience?
Salesforce Lightning experience is an easy-to-use and intuitive upgrade to Salesforce Classic. It offers a responsive interface and access to more features than ever before, so your employees can spend less time clicking around and more time being productive.
With merge accounts Salesforce Lightning experience, you’ll have the same data you know and love from Salesforce Classic but presented in a new way that’s easier to navigate. You’ll also have access to many cool new features, including mobile compatibility, global search, and customizable homepages.
Merging records in Salesforce is easier than ever before. You can quickly merge leads, contacts, accounts, and opportunities to save your time.
With these new features in hand, you can now focus on your business rather than the administrative duties.