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   What happens if a Salesforce account is merged?

   • Also, manual sharing from the primary record is applied to the merged account. If you try to merge accounts that are indirectly related to the same contact, Salesforce displays a message suggesting that you remove the redundant relationships. On account records, indirect relationships are managed from the Related Contacts related list.

   Guidelines for Merging Duplicate Accounts - Salesforce

   help.salesforce.com/s/articleView?id=sf.account_merge_considerations.htm&language=en_US&type=5

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   What happens if a Salesforce record is merged with a merged record?

   • When duplicate records are related to items such as campaigns or activities, Salesforce relates the items to the merged record, with some exceptions. Chatter feeds are retained from the primary record only. Salesforce Files attached in the Chatter feed or Files related list are retained in the merged record.

   Guidelines for Merging Duplicate Accounts - Salesforce

   help.salesforce.com/s/articleView?id=sf.account_merge_considerations.htm&language=en_US&type=5

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   How many records can be merged in Salesforce classic?

   • In Salesforce Classic, you can’t merge person accounts that are enabled to use a Customer Portal. Up to 200 merge requests can be made in a single SOAP call. Up to three records can be merged in a single request, including the main record. This limit is the same as the limit enforced by the Salesforce user interface.

   merge() | SOAP API Developer Guide | Salesforce Developers

   developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_calls_merge.htm

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   How to merge duplicates in Salesforce?

   • Merging duplicates in Salesforce relies on you setting up duplicate and matching rules, so be sure to do that first! You should also check out “ Salesforce Duplicate Management: 5 Phase Process to Deduplicating Your Salesforce Org Data ” to understand the capabilities of native functionality and when to look for third party solutions.

   Merge Duplicate Records in Salesforce Lightning

   www.salesforceben.com/merge-duplicate-records-in-salesforce-lightning/

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2. Videos

   • 

     5:05

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     How to Merge Records in Salesforce

     Jul 14, 2022

     6.7K Views

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     1:05

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     How to Merge Accounts in Salesforce Quick!

     Mar 30, 2022

     12K Views

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     6:12

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     Merge Salesforce Records?

     May 1, 2023

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3. developer.salesforce.com › docs › atlasMerging Records | Apex Developer Guide | Salesforce Developers

   developer.salesforce.com › docs › atlas

   • Cached

   The merge operation merges up to three records into one of the records, deletes the others, and reparents any related records. Example. The following shows how to merge an existing Account record into a master account. The account to merge has a related contact, which is moved to the master account record after the merge operation.

   • Merge Duplicate Accounts - Salesforce

     Salesforce Help; Docs; Sales Cloud Basics; Merge Duplicate...

   • See and Merge Duplicate Contacts - Salesforce

     We also recommend reading Merge Contacts and Considerations...

   • merge() | SOAP API Developer Guide | Salesforce Developers

     Usage. Use merge () to combine records of the same object...

   • Guidelines for Merging Duplicate Accounts - Salesforce

     Guidelines for Merging Duplicate Accounts. Review guidelines...

4. www.salesforceben.com › merge-duplicate-records-inMerge Duplicate Records in Salesforce Lightning

   www.salesforceben.com › merge-duplicate-records-in

   • Cached

   • How to Merge Duplicate Contacts in Salesforce
   • How to Merge Duplicate Salesforce Accounts
   • Duplicate Record Sets
   • Merging Duplicate Considerations
   • Summary

   Once you have created Duplicate and Matching rules, Salesforce is able to identify potential duplicates in your org. However, you need to add the “Potential Duplicates” component to your Lightning record page, to be able to see them! This is really simple to do. Just open the Contact Record Page/s in the Lightning App Builder and drag and drop the ...

   See full list on salesforceben.com

   Similarly to Contacts, ensure your Account Record Page contains the “Potential Duplicates” component to display, when duplicates exist: From that component, you can select “View Duplicates” to review which other Account records have matched the existing duplicate rules. You can use the wizard to select which is the master record and which values to...

   See full list on salesforceben.com

   Duplicate Records Sets are like list views for Duplicate Rules and display records that have been identified as duplicates. They are created when your duplicate rules for Salesforce are triggered. Most people are not aware that these groups of duplicate records can be accessed from the App Launcher and even used to search and merge duplicates witho...

   See full list on salesforceben.com

   Remember hidden fields – they won’t show on the wizard, yet the values are retained from the record marked as primary.

   Chatter feeds are only retained from the primary record.

   Audit fields such as Created By and Created Date are kept from the primary record and merging will update the Last Modified field.

   Manual Sharing and Sharing Rules are applied to the merged account.

   See full list on salesforceben.com

   Merging records in Lightning Experience is available and useful! As an admin, you want (need!) to keep on top of potential duplicates to ensure trustworthy data that is reflective of your awesome admin skills. You can also empower your users to merge themselves, although they will require the ‘Delete’ permission for the object in question and Edit ...

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5. www.youtube.com › watchHow to Merge Records in Salesforce - YouTube

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   © 2024 Google LLC. In this video you will learn how to merge records within Salesforce. Merging records is the general solution for managing duplicated information in your orga...

   • Video Duration: 5 min
   • Views: 6.7K

   • Author: SkyPlanner