While the Chatter feeds are retained only from the master record, Salesforce Files linked in the Chatter feed or Files related list would be retained in the merged records. When records of duplicate contacts to be merged are related to items like campaigns and activities, the items will be related to the merged records, with some specific exceptions. Related Items, Chatter Feeds, and Attachments When you merge Salesforce contacts that are associated with different campaigns, Salesforce would retain the “Member Status Updated” date for every campaign that the merged contact is associated with. The merged record would retain the portal user status of the master record. In the case of Salesforce Lightning Experience, you will not be shown the portal user status while merging contacts. When you merge Salesforce contacts associated with portal users on Salesforce Classic, you can choose the portal status that you want to retain in your merged record. On merging two or more contacts, the contact roles on the non-master contacts lose the status of being a primary contact. If you are willing to merge contacts that are indirectly related to the same account, Salesforce will notify you about the same and ask you to remove the redundant relationship between the contact and the account.
When you merge Salesforce contacts having the same primary account, you associate the data privacy record with the contact acting as the master record. However, you can merge contacts having different primary accounts in Salesforce Lightning, provided the concerned contact is not associated with a portal user. If you merge Salesforce contacts in Salesforce Classic, you can only merge contacts having the same primary account. It appears in the Account Name field in the concerned contact’s record. Things To Consider Before Merging Salesforce Contactsīefore you merge your contacts in Salesforce (Classic or Lightning), consider these aspects and keep them in mind:Ī primary account is an account a specific contact belongs to. However, before getting into the steps you should follow to merge duplicate contacts in Salesforce, have a look at things you should consider before going ahead with the same.
Salesforce display master record data on child how to#
So, how to merge contacts in Salesforce? Based on the version of Salesforce you are using, there are different procedures for merging contacts in Salesforce Classic and Salesforce Lightning Experience. Merging your Salesforce contacts helps you clean your database and increases the accuracy of your activities. The solution to this problem is to merge contacts in Salesforce. If there are two or more duplicate contacts in your system, it is likely to affect the accuracy of your analytics and the business processes carried out by your sales reps. One of the most common issues faced by Salesforce users is that of duplication of contacts. It is always advisable to be precise and careful while handling the contacts in your database. The contacts stored within your database comprise of every individual your business caters to, which makes it essential to manage them right. While accounts contain the names of companies you interact with, contacts are the individuals belonging to various companies you interact with.
These Salesforce objects include accounts, contacts, opportunities, cases, leads, and many more.Ĭontacts are frequently used data sets for obtaining information about specific individuals. These objects help you store and track the necessary data for performing a variety of business processes.
Salesforce stored all your data in different tablets of information called Salesforce objects. The platform helps you manage your valuable data for gaining valuable insights and providing personalized services to your customer. It allows you to keep a track of the details of your customers and the activities performed by your sales reps on a centralized platform.Įverything in Salesforce revolves around data. Salesforce can be used for recording, storing, assessing, and analyzing complicated data within your system. It has successfully acquired its niche in the market as a trusted CRM platform for the utmost automation and efficiency. Salesforce has been helping business enterprises in managing their customer database for more than the last twenty years.
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