Salesforce Duplicate Records - Best Approach for Salesforce Merge

Handling Duplicate Records in Salesforce

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Question

Universal Container's Salesforce admin was doing data import when he notices that there are duplicate records in Salesforce.

He found two accounts having the same account name.

After checking two accounts, he found that the two accounts are having the same contact added to them.

What is the best approach to handle this issue through salesforce merge?

Answers

A. The duplicate accounts should be merged first, then this will allow the contacts to be automatically merged

B. The contacts need to be merged manually first, then the accounts

C. The accounts need to be merged first, then the contacts

D. Check the account and the contact that has missing information, then delete them.

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Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: C

The accounts need to be merged first, then you can merge the contacts.

Option A is incorrect because while merging the accounts there is automation in place to automatically merge the contacts.

There is no dependency on duplicate accounts.

Option B is incorrect because you need to merge the accounts first then scroll and merge the child record.

Option D is incorrect because deleting is not a good option for merging duplicates in Salesforce.

References:

When handling duplicate records in Salesforce, it's important to ensure that data is not lost during the merging process. In this scenario, the admin has found two accounts with the same name and the same contact added to them. The best approach to handle this issue through Salesforce merge would be to merge the accounts first, and then the contacts.

The correct answer is option C - the accounts need to be merged first, then the contacts. This is because the merge process automatically detects and merges any duplicate contacts associated with the merged accounts.

To merge the accounts, follow these steps:

From the account detail page, click on the "Merge Accounts" button.
Select the account that you want to keep as the primary account and click "Next."
Select the accounts that you want to merge with the primary account and click "Next."
Review the details of the accounts that you have selected for merging and click "Merge."

Once the accounts have been merged, the admin can then merge the associated contacts using the following steps:

From the account detail page, click on the "Contacts" related list.
Select the checkboxes next to the contacts that need to be merged.
Click on the "Merge Contacts" button.
Select the contact that you want to keep as the primary contact and click "Next."
Select the contacts that you want to merge with the primary contact and click "Next."
Review the details of the contacts that you have selected for merging and click "Merge."

It's important to note that when merging accounts and contacts, only one set of data will be kept, so the admin should carefully review the data on each record before initiating the merge process. Additionally, if any related records exist, such as opportunities or cases, they will need to be manually reassigned to the surviving record after the merge is complete.

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