August 29, 2023

How to Merge Duplicate Accounts in Salesforce

Merging duplicate accounts in Salesforce is a key component to keeping your data accurate and clean. Discover the step-by-step process of merging accounts in Salesforce with Cloudingo. Learn how to consolidate duplicate accounts, ensure data accuracy, and maintain a unified view of your customer base.

Merging Duplicate Accounts in Salesforce

Duplicate accounts can creep into your Salesforce database through various channels, causing confusion and inefficiencies. Cloudingo offers a seamless solution to merge accounts ensuring a single, accurate representation of your customer. Follow these steps:

  1. Identify Duplicate Accounts: Cloudingo's advanced algorithms swiftly identify duplicate accounts based on flexible matching criteria such as account name, industry, location, and more.
  2. Set Automation/Merge Rules: Control how duplicate records get merged by setting rules for any relevant fields to build the best possible master record from the available data points.
  3. Review and Select Accounts: Preview the potential duplicates and select the accounts you wish to merge. Cloudingo provides a comprehensive overview of the data to help you make informed decisions.
  4. Merge and Cleanse Accounts: Execute the merging process with the click of a button, and Cloudingo will intelligently consolidate the data, retaining essential information while eliminating redundancies.

How to Mass Merge Accounts in Salesforce

Managing duplicates on a larger scale demands efficiency and precision. Cloudingo's mass merge feature empowers you to handle large numbers of duplicate groups effortlessly:

  1. Filter and Group: Utilize Cloudingo's filtering capabilities to group similar accounts and identify potential duplicates within larger datasets.
  2. Batch Processing: Merge accounts in batches, reducing manual effort and saving time. Cloudingo maintains data accuracy and consistency throughout the entire process.
  3. Automate Cleansing: Leverage automation to regularly scan and auto-merge accounts, ensuring high levels of data quality and reducing the impact of duplicates.

How to Merge Contacts from Different Accounts in Salesforce
Effective data management extends beyond accounts – contacts must also be consolidated for a complete and accurate customer view. Cloudingo offers a solution:

  1. Identify Contact Duplicates: Cloudingo's robust algorithms locate duplicate contacts within and across accounts, preventing redundant entries.
  2. Group and Merge Contacts: Group duplicate contacts and merge them efficiently. Cloudingo's intuitive interface allows you to prioritize key information while eliminating duplicates.
  3. Maintain Relationships: During the merge, Cloudingo ensures that relationships and associations with other records, such as opportunities or activities, are seamlessly preserved.

Cloudingo can Help with Duplicate Merging
Cloudingo goes beyond the basics to provide comprehensive duplicate merging and data cleansing support:

  • Intuitive User Interface: Cloudingo's user-friendly interface empowers both technical and non-technical users to merge duplicate records effortlessly.
  • Customizable Matching Rules: Tailor matching rules to fit your unique business requirements, allowing you to adapt to evolving data challenges.
  • Easy-to-Use Merging Rules: Control how records get merged down to the individual field level to create the best possible version of each record.
  • Audit Trail: Cloudingo maintains a transparent and comprehensive audit trail, providing visibility into the merging process for compliance and accountability.

Merging accounts and contacts in Salesforce using Cloudingo is a critical step toward maintaining accurate and clean data. By following the step-by-step process outlined in this guide, you can eliminate duplicate accounts, contacts, and leads, consolidate information, and gain a unified view of your customer base. With Cloudingo's advanced features and user-friendly interface, you can take control of your data quality and make more informed business decisions. Say goodbye to data discrepancies and hello to a more streamlined and efficient Salesforce environment.

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Meet the Author: Olivia Yarrow

Hi all! I’m the director of Marketing at Cloudingo. I have 9 years of experience in Sales and Marketing with a passion for B2B software. I’ve gone from being a Salesforce Admin’s worst nightmare to a knight in shining armor with Cloudingo. Data quality has never been more important, and we’re here to help.