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Salesforce instance is no less than a Pandora's box. There are troubles, there are solutions, there are mysteries. But it has a solution to everything. It is one intriguing platform. Off late, two very interesting questions have been doing the rounds on the internet and they are- How to merge Salesforce contacts and How to merge Salesforce Accounts. This blog addresses these two questions specifically. Before we start our tryst with them, let us first see what all points do this blog cover-
Here is a list of a few things that require your attention before you start to merge accounts in Salesforce-
In Professional, Enterprise, Unlimited, Performance, or Developer version organizations, any sharing tenets are connected to the merged account. Additionally, any manual sharing from the main record is connected to the consolidated account after the merge.
In case you endeavor to combine accounts that are in a roundabout way identified with a similar contact, Salesforce shows a message recommending that you evacuate the repetitive connections. On account records, circuitous connections are overseen from the Related Contacts related list.
At the point when copy records are identified with things, for example, battles or exercises, Salesforce relates the things to the consolidated record, with a few exemptions. Chatter feeds are held from the main record as it were. Salesforce Files appended in the Chatter feed or Files related rundown are held in the merged account.
In Lightning Experience, you can pick the parent record to retain. In Salesforce Classic, the merged record holds the account hierarchy of command from the main record.
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In the event that divisions are empowered, the merged record is doled out to the division from the main record except if you select something else.
Lightning Experience doesn't support merging of records related to the connected groups.
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Here are the steps that you need to follow if you are merging contacts in the Classic edition of Salesforce-
Here are the steps that you need to follow if you are merging accounts in Lightning edition of Salesforce-
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Here is a list of a few things that you must know before you start to merge contacts in your Salesforce account-
In Lightning Experience, you can consolidate contacts that have distinctive essential records except if the contact is related to a portal user. In Salesforce Classic, you can combine only the contacts that have a similar primary record. The essential record is the record recorded in the Account Name field on the contact record.
When you merge the copy leads or get in touch with, you likewise partner an information security record with the master record. In the event that you chose the option to hold the most recently refreshed information security record for merging leads and contacts, Salesforce partners the right record for you. Else, Salesforce will brief you to choose the one you need to hold for the records you combine.
In the event that you attempt to combine contacts that are in an indirect way identified with a similar record, Salesforce shows a message proposing that you expel the repetitive relationship. On contact records, roundabout connections are overseen from the Related Accounts related list.
At the point when contacts are consolidated, contact jobs on non-master contacts lose their status as the primary contact.
At the point when copy contacts that are individuals from various campaigns are consolidated, Salesforce holds the Member Status Updated date for each campaign the blended contact is an individual from.
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At the point when copy records are identified with items, like, campaigns or exercises, Salesforce relates the things to the combined record, with a few special cases. Chatter feeds are held from the master record as it were. Salesforce Files appended in the Chatter feed or Files related list are held in the consolidated record.
Here are the steps that you need to follow if you are merging contacts in the Classic edition of Salesforce-
Here are the steps that you need to follow if you are merging contacts in Lightning edition of Salesforce-
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Merging an account or contact in Salesforce is not difficult. All you have to do is to follow the simple steps given above and take into consideration all the necessary information that we have listed. Good Luck!
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