Universal Container's Sales Ops admin was trying to merge two duplicate accounts within the system.
One of the accounts was a business account and the other one was a person account.
But the merging kept on failing.
What is the possible reason for this?
Click on the arrows to vote for the correct answer
A. B. C. D.Correct Answer: A
You cannot merge business and person accounts together in Salesforce.
You can either merge business accounts alone or person accounts alone.
Other options are incorrect because the issue is related to having one business account and one person account.
Reference:
The possible reason why merging of duplicate accounts is failing is option A: "You cannot merge business and person accounts together."
Salesforce has two types of accounts - Business Accounts and Person Accounts. Business Accounts represent companies or organizations, while Person Accounts represent individuals. Person Accounts are designed to capture and store information about individuals as if they were contacts, but still behave as accounts in Salesforce.
Salesforce does not allow the merging of Business Accounts and Person Accounts because they are different types of records with different structures and capabilities. The merge process requires that the two records being merged be of the same type, either both Business Accounts or both Person Accounts.
Therefore, the Sales Ops admin must convert one of the accounts into the same account type as the other before merging. For example, they can convert the Business Account into a Person Account or vice versa. This can be done by editing the record and changing the record type.
Option B, "Duplicate account's rules are not set," and option C, "Matching rules are not active," may be factors that affect duplicate account management but are not directly related to the issue at hand.
Option D, "No permission is given to Sales Ops to merge accounts," could be a possible reason for Sales Ops not being able to merge accounts, but it is not related to the issue of merging Business Accounts and Person Accounts.