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How to merge duplicates in Salesforce?
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How do I merge duplicate records?
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Oct 27, 2021 · How to Merge Duplicate Salesforce Accounts. 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.
Salesforce Help; Docs; Sales Cloud Basics; Merge Duplicate Accounts. Keep your records clean and free of duplicates so you can reach more customers and maintain better relationships with them. Guidelines for Merging Duplicate Accounts Review guidelines for merging duplicate account records.
We also recommend reading Merge Contacts and Considerations for Merging Duplicate Contacts in Salesforce Help. Click the Contact Merge tab. Choose a method to see duplicate Contacts: To search for individual Contacts, click Search Contacts and enter the name of a Contact. You can use an asterisk (*) as a wildcard, for example, L* Jones finds ...
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.
Find duplicates across your org by running duplicate jobs. Use reports to share job results with others, and use duplicate record sets to merge the duplicates. Use information about completed jobs to track your progress in reducing duplicate records. Duplicate Detection and Handling Process
Create and modify records in Salesforce by using the Data Manipulation Language, abbreviated as DML. DML provides a straightforward way to manage records by providing simple statements to insert, update, merge, delete, and restore records.
