RnewPROMO  :  GET UP TO 20% OFF ON LIVE CLASSES + 2 SELF-PACED COURSES FREE!! - SCHEDULE CALL Rnew

- Salesforce Blogs -

How to Merge Accounts & Duplicate Contacts in Salesforce lightning?

Introduction

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-

However, if you are willing to opt for a career in  Salesforce, then consider enrolling in a certified and industry-recognized Online Salesforce Training program.

Things that You Must Know Before Merging Accounts in Salesforce

Here is a list of a few things that require your attention before you start to merge accounts in Salesforce-

A). Sharing Rules

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.

B). Redundant Relationships

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.

C). Related Items, Chatter Feeds, and Attachments

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.

D). Account Hierarchy

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.

E). Divisions

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.

F). Relationship Groups

Lightning Experience doesn't support merging of records related to the connected groups.

Salesforce Training For Administrators & Developers

  • No cost for a Demo Class
  • Industry Expert as your Trainer
  • Available as per your schedule
  • Customer Support Available

 

Also, if you are interested in learning more about Salesforce think of going for a Salesforce Cloud Course to move your career on the right path. 

Read: What is Salesforce? Explore Intriguing World of Salesforce For Business & Career Growth

Next, we will learn how to merge accounts in Salesforce Classic.

How to Merge Accounts in Salesforce Classic?

Here are the steps that you need to follow if you are merging contacts in the Classic edition of Salesforce-

  1. Go to the Accounts tab, then click on Merge Accounts given in the Tools section. If you are unable to see the merge option, in that case, ask your Salesforce admin to check the user permissions of your account.
  2. In order to discover the duplicate accounts, you will have to enter a search string.
  3. After this click on the Find Accounts option.
  4. You will now have to select up to three accounts that you wish to merge. Once you are done then click on the Next option.
  5. You will have to select one account as the master record.
  6. Thereafter select the desired fields that you wish to retain from each record. The fields that have conflicting values are highlighted.
  7. Click on Merge option. 

How to Merge Accounts in Salesforce Lightning?

Here are the steps that you need to follow if you are merging accounts in Lightning edition of Salesforce-

  1. Choose the account record you wish to merge. A message will come that will inform you if the duplicates exist for that particular record. To be able to see them, click on View Duplicates option.
  2. You are allowed to select up to three account records that you want to merge. Click on Next option.How to Merge Accounts in Salesforce Lightning?
  3. You can either merge business accounts or personal accounts. The catch here is that the business and the person accounts can’t be merged with one another.
  4. The last step is to select one account record as the master record and choose the desired field values that you wish to keep. Click on Next option and you are done.How to Merge Accounts in Salesforce Lightning?
  5. Confirm your choices and merge.How to Merge Accounts in Salesforce Lightning?

So, this is how to merge accounts in Salesforce Lightning? Next, we will check through the things you must know before merging contacts in Salesforce. In case, you are preparing to sit for your Salesforce Cloud Consultant certification exam or go for a Salesforce career opportunity, we recommend you to check out the various Salesforce blogs and training courses available on the JanBask Training!

Things that You Must Know Before Merging Contacts in Salesforce

Here is a list of a few things that you must know before you start to merge contacts in your Salesforce account- 

A). Primary 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.

B). Data Privacy Preferences

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. salesforce quiz

C). Redundant Relationships

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.

D). Contact Roles

At the point when contacts are consolidated, contact jobs on non-master contacts lose their status as the primary contact.

E). Campaigns

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.

F). Related Items, Chatter Feeds, and Attachments

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.

In the next section, we will see how to see merge contacts in Salesforce Classic. Meanwhile, if you want to check your Salesforce knowledge, take this free, 2-minute Salesforce quiz.

How to Merge Contacts in Salesforce Classic?

Here are the steps that you need to follow if you are merging contacts in the Classic edition of Salesforce-

Read: Salesforce Consultant Career Path in 2022
  1. You will have to go to the Contacts related list of an account and then click on Merge Contacts.
  2. The next step is to select up to three contacts that you want to merge. You can make use of the search box to refine the list, or you can select the All Contacts option to view the entire list of contacts. Thereafter select the Next tab given there, to continue.
  3. Pick one contact for the master record.
  4. Select the desired field values that you wish to retain from each contact.
  5. Click on the Merge option.

How to Merge Contacts in Salesforce Lightning Experience?

Here are the steps that you need to follow if you are merging contacts in Lightning edition of Salesforce-

  1. The first step is to choose a contact record. A message will appear that will tell you whether or not the duplicates exist for that record. To see the full list you can click on View Duplicates.
  2. The next step is to select up to three contact records that you want to merge. Click on Next.How to Merge Contacts in Salesforce Lightning Experience?
  3. Select one contact record as the master record, and choose the requisite field values that you wish to keep. Click on Next option.How to Merge Contacts in Salesforce Lightning Experience?
  4. Reaffirm your selections and hit the merge option.How to Merge Contacts in Salesforce Lightning Experience?

Learn Salesforce in the Easiest Way

  • Learn from the videos
  • Learn anytime anywhere
  • Pocket-friendly mode of learning
  • Complimentary eBook available

Hopefully, you are clear on How to Merge Contacts in Salesforce Lightning Experience? To keep a tab on the latest trend, become a part of the JanBask Salesforce community & update yourself with the latest Salesforce trends and career opportunities.

Conclusion

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.  So give a jumpstart to your Cloud professional career by enrolling yourself in a comprehensive Online Salesforce Training, today!

 

Frequently Asked Questions 

Q1. What transpires to contacts when accounts in Salesforce are combined? 

Ans: Salesforce displays a notice advising you to delete the duplicate associations if you attempt to consolidate personal accounts in Salesforce Classic that are directly tied to the same contact or account. The evaluation of indirect links with contacts and indirect relationships with accounts is done independently. 

Q2. In Salesforce, how do I integrate numerous accounts? 

Ans: In Salesforce Classic, go to the account's tab page, click the merge Accounts link under the Tools section, click the Find Accounts button, choose up to three duplicate accounts, select the master record, select the surviving values, and then click the merge button to manually combine the accounts.

Q3.  What is the most basic Salesforce certification? 

Ans: The Salesforce Administrator certification is the ideal one to get as a novice. This will provide you a solid foundation for learning more about Salesforce, whether you want to focus on the developer side later or the customer-facing side now.

Q4. Which credentials are necessary for Salesforce? 

Read: How Can I Start my Career in the Salesforce Industry?

Ans: An administrative professional with a BE-A degree and Salesforce experience would be the ideal applicant. They must own a BBA, BCA, or MCA as well. The globally recognized Admin certification has advantages for developers, administrators, authors, journalists, and analysts.

Q5. Is it difficult to find a job with Salesforce?

Ans: While it's not unheard of for someone to find employment based just on their Salesforce Certification, the majority of occupations demand some form of related work experience. This situation is an example of the proverbial "chicken and egg," where neither experience nor job can be achieved without the other.

Q6. Who can attend these courses?

Ans- These courses can be attended by-

  • Freshers with a graduate degree who are motivated individuals who want to learn Salesforce skills.
  • Experienced professionals looking for an exciting career in the premier cloud computing platform.
  • If they have experience of two years or more and possess good analytical and problem-solving abilities.

Q7. What is the pattern of a Salesforce certification exam?

Ans- The Salesforce exam is a 90-minute long exam comprising 60 single or multiple-choice questions. The passing score for the exam is 65%.

Q8. What learning benefits can I get from JanBask Training?

Ans- At JanBask Training-

  • All the sessions are conducted in a real-time environment
  • The learners are put in a collaborative ecosystem of learning
  • Surprise quizzes, live debates are a part of learner’s daily routines
  • The course covers Salesforce Admin as well as Developer concepts
  • It is a comprehensive training that covers practical and theoretical training
  • It comes with a varied and interesting range of Salesforce admin training material or learning resources.

Q9. What skills will you acquire from these courses?

Ans- Salesforce CRM and its features, Salesforce objects, field types, and validation rules

  • Data modeling and management and Workflow automation
  • Sales and service cloud configuration, Lightning components installation, complete Salesforce interface, Application deployment and Force.com platform change management and so much more.

Q10. What are the career benefits of this Salesforce Certification Training Program?

Ans- According to Glassdoor, Salesforce jobs are increasing at a speed 1.5 times faster than similar roles, and there were 300,000+ Salesforce jobs available. Salesforce Certified Administrators earn an annual average salary of $87,000 but can go as high as $160,000 depending on their knowledge, skills, and experience.

Read: Who Wins The Battle Between Pipedrive And Salesforce?


Salesforce Tutorial Overview

fbicons FaceBook twitterTwitter google+Google+ lingedinLinkedIn pinterest Pinterest emailEmail

    Jyotika Prasad

    Through market research and a deep understanding of products and services, Jyotika has been translating complex product information into simple, polished, and engaging content for Janbask Training.


Comments

Trending Courses

AWS

AWS

  • AWS & Fundamentals of Linux
  • Amazon Simple Storage Service
  • Elastic Compute Cloud
  • Databases Overview & Amazon Route 53
AWS

Upcoming Class

3 days 07 Oct 2022

DevOps

DevOps

  • Intro to DevOps
  • GIT and Maven
  • Jenkins & Ansible
  • Docker and Cloud Computing
DevOps

Upcoming Class

3 days 07 Oct 2022

Data Science

Data Science

  • Data Science Introduction
  • Hadoop and Spark Overview
  • Python & Intro to R Programming
  • Machine Learning
Data Science

Upcoming Class

4 days 08 Oct 2022

Hadoop

Hadoop

  • Architecture, HDFS & MapReduce
  • Unix Shell & Apache Pig Installation
  • HIVE Installation & User-Defined Functions
  • SQOOP & Hbase Installation
Hadoop

Upcoming Class

10 days 14 Oct 2022

Salesforce

Salesforce

  • Salesforce Configuration Introduction
  • Security & Automation Process
  • Sales & Service Cloud
  • Apex Programming, SOQL & SOSL
Salesforce

Upcoming Class

3 days 07 Oct 2022

QA

QA

  • Introduction and Software Testing
  • Software Test Life Cycle
  • Automation Testing and API Testing
  • Selenium framework development using Testing
QA

Upcoming Class

3 days 07 Oct 2022

Business Analyst

Business Analyst

  • BA & Stakeholders Overview
  • BPMN, Requirement Elicitation
  • BA Tools & Design Documents
  • Enterprise Analysis, Agile & Scrum
Business Analyst

Upcoming Class

3 days 07 Oct 2022

MS SQL Server

MS SQL Server

  • Introduction & Database Query
  • Programming, Indexes & System Functions
  • SSIS Package Development Procedures
  • SSRS Report Design
MS SQL Server

Upcoming Class

4 days 08 Oct 2022

Python

Python

  • Features of Python
  • Python Editors and IDEs
  • Data types and Variables
  • Python File Operation
Python

Upcoming Class

10 days 14 Oct 2022

Artificial Intelligence

Artificial Intelligence

  • Components of AI
  • Categories of Machine Learning
  • Recurrent Neural Networks
  • Recurrent Neural Networks
Artificial Intelligence

Upcoming Class

4 days 08 Oct 2022

Machine Learning

Machine Learning

  • Introduction to Machine Learning & Python
  • Machine Learning: Supervised Learning
  • Machine Learning: Unsupervised Learning
Machine Learning

Upcoming Class

17 days 21 Oct 2022

Tableau

Tableau

  • Introduction to Tableau Desktop
  • Data Transformation Methods
  • Configuring tableau server
  • Integration with R & Hadoop
Tableau

Upcoming Class

3 days 07 Oct 2022

Search Posts

Reset

Receive Latest Materials and Offers on Salesforce Course

Interviews