Merge trailhead accounts

Merge trailhead accounts DEFAULT

Salesforce adminsistrators are responsible for tasks ranging from helping users develop reports and reset passwords to maintaining data quality, adding fields, and running backups, among many others.

One work around given here [ronaldp] is to add "Merge" to the beginning of each of the two accounts to merge. This greatly facilitates the search (i.e. Merge Customer Name). Then as a final step renaming the merged account back to it's original name. A Sales manager would like a report of accounts with no closed/wonopportunities in the last year. Universal Container needs to use different a pricebook for sales representativesin US, LATAM Using the Salesforce merge feature, what steps should be taken to mergethese accounts? A.Once you have the ‘from’ and ‘to’ user ids for your Trailhead account, please send an email to [email protected] with the ’Account merge’ subject line (mailto:[email protected]?subject=Account merge) and include the two ids. We will be in touch with you as soon as the merge process is complete. Hope this helps you! Jun 24, 2019 · Salesforce's CRM allows you to keep track of contacts, conversations and other information related to business accounts. This database allows people from different departments to interact with the information with increased efficiency. Salesforce also boasts a number of ways to streamline communication, such as website data and email templates. .

In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licenses of MuleSoft, work with our integration partners, or use apps on AppExchange. Jun 24, 2016 · One way to do this, would be to loop through all of the accounts and add them to a set, but there’s a much easier way of doing this. Using the for each approach: List<Account> accounts = [select Id, Name from Account]; Set<Id> ids = new Set<Id>(); for (Account acc : accounts) { ids.add(acc.Id); } doSomethingWithIds(ids); * remove kafka, zk dependencies * remove unused code * add getconfig method * use static logger * move em to base jpa class * disable enqueue test * add derby start and shutdown * add derby drop tables * add derby drop tables * add derby drop tables * temp different table name * temp different table name * revert temp different table name ... Step-by-step instructions on how to merge contacts in Salesforce: Merging contacts in Salesforce is a lot simpler than it looks. Click on the “Merge my contacts” tool, which is located on the screen with your account details. This will allow you to merge contacts that are from the same person. Google will ask you to migrate your Nest account soon: Here's what you need to know. Nest and Google joined up under a single brand at Google I/O, and the biggest change happens on August 31. One work around given here [ronaldp] is to add "Merge" to the beginning of each of the two accounts to merge. This greatly facilitates the search (i.e. Merge Customer Name). Then as a final step renaming the merged account back to it's original name.

I created the outlook.com account recently only because my college email doesn't have the option to create What I advise you to do is to use a different alias name for you to be able to obtain a "shorter" email I understand that you want to merge your accounts. However, merge option isn't available in...Tableau is designed to make the most of geographical data, so you can get to the “where” as well as the “why.” With instant geocoding, Tableau automatically turns the location data and information you already have into rich, interactive maps with 16 levels of zoom—or use custom geocodes to map what matters to your business. where user_attribute_name is the user attribute defined in the Name field on the User Attributes page in the Users section of the Admin panel, required: true means that a user must have a non-null and valid value defined for that user attribute to see the action when delivering data, and sensitive: true means that user attribute value is encrypted and never displayed in the Looker UI once entered. Please note that the Stage Names for the ACT! data needs to match exactly the same as Salesforce CRM Stage Names. Some fields that are REQUIRED for migrating into Salesforce CRM Opportunities: Opportunity Name: As shown in the Mapping Workbook, this is the Detail field on an ACT! Sales Record. Sometimes this field is not populated. Jun 28, 2011 · How to go about merging 2 accounts with different names but located at the same address (example: OMG and Olympia Manufacturing Group)? merge accounts with different names - Answers - Salesforce Trailblazer Community Software as a service (SaaS / s æ s /) is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. It is sometimes referred to as "on-demand software", and was formerly referred to as "software plus services" by Microsoft. Merging different types of data. Even if you take careful proactive steps to keep a clean database, there's a chance Luckily, there are some native tools built into Salesforce to help you find and merge duplicates. For example, you can merge Accounts with Accounts, but not Accounts with Leads.Jul 13, 2019 · Context (Account. SobjectType, // parent object Opportunity. SobjectType, // child object Schema. SObjectType. Opportunity. fields. AccountId // relationship field name); /* Next, one can add multiple rollup fields on the above relationship. Here specify 1. The field to which aggregated value will be saved in master/parent object 2. [ article ] Import Salesforce Data into SQL Server using SSIS [ article ] Create CRM Accounts from QuickBooks Customers [ article ] Connect Salesforce to SQL Server through SSIS [ kb ] SSIS Components: The PerformUpgrade Method Failed [+] More Entries Sending a mail merge in Outlook is easy with Yesware Campaigns. Upload a CSV file from Excel, import from Salesforce, or manually add up to 1000 recipients. Use custom fields and templates to craft the best message for every person on your list. Nov 24, 2013 · Salesforce for Outlook is the Salesforce supplied tool for integrating Salesforce and Outlook. It does not have any additional cost. It is software that is installed on each user’s computer and adds features to Outlook to allow synchronisation and recording emails. Dec 07, 2020 · For general Salesforce documentation, visit help.salesforce.com. ... Add a Household Account; Merge or Split Households ... Click on the different cookie categories ... Get remote work done faster and easier: From sales contracts and offer letters to account openings and invoices, DocuSign eSignature is the world’s #1 way to send and sign from practically anywhere, at any time.

Force.com Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization—without requiring Create powerful web forms to collect and send data to your Salesforce account. Capture new leads, update contacts, attach files or open cases with an...Salesforce Integration. Our Salesforce integration seamlessly connects our dataset of investor, company, and advisor records with your Salesforce instance. Quickly look-up and create new accounts, or link and enrich your existing records with M&A data and profiles. I started my own business, created a trailhead account to start learning Salesforce. Decided to close the business and work for someone else, and had to create a new Trailhead account. I want to turn off the email account that the old account is associated with and merge my progress (50 badges worth!) from my old account into my new one, but ... See more: salesforce merge contacts different accounts, merge duplicate contacts in salesforce apex, merge duplicate accounts in Dear Sir/Ma'am, I can do Salesforce - duplicate contact identification and merge. If you have questions or doubts about anything, please feel free to ask me.

From the Accounts tab, click Merge Accounts in the Tools section. If you don’t see the merge option, ask your admin to check your user permissions. To find the duplicate accounts, enter a search string. Then click Find Accounts. Select up to three accounts you want to merge. The Salesforce Admin practice test gives you the practical experience of appearing for the Salesforce Administrator Exam (ADM 201). With 60 multiple choice questions to be solved in 60 minutes, this practice test helps you to distinguish your well-prepared topics with the ones that need some improvement. Apr 15, 2019 · Mail Merge is a popular feature of Microsoft Outlook and, with the help of Google Scripts, we can easily perform mail merge in Gmail and G Suite accounts as well. Gmail Mail Merge is powerful, popular (500,000+ users) and packed with useful features. You can insert different (unique) file attachments from Google Drive for each recipient, the ... Click Integrate and authenticate your Salesforce account. Choose the Salesforce Object and Record Type. Map all mandatory fields in Salesforce with corresponding In the pop-up, you can either enter a value manually or click the icon to merge the form fields in the input box. The input can also be a...

In the Sort by Account Name box, select the check box in the top left corner. In the Sort by Company Name box, select the check box to the left of Open Balance, Credit Limit and Customer List Id. Then choose OK. Name your Merge Join transformation "Join Account Name Company Name". Step 3: Output the Merged Data Oracle offers a comprehensive and fully integrated stack of cloud applications and platform services. Create an Account. In less than a minute you’ll have access to 500k+ Suppliers. ... Last Name. Business Email. Password Show. Receive Industry Updates from Thomas. Unify your feedback data with Salesforce data by mapping survey responses back to any Salesforce object. Create personalized survey experiences by merging Salesforce data such as a case number, service rep’s name, or purchase date directly into your survey questions. As you enter account data into Salesforce, duplicate entries of contact records may manifest. Click the "Merge Contacts" option in the Contacts section to launch the Merge My Contacts tool. The tool locates and finds potential duplicate records.

Suzuki ozark 250 petcock bypass.

Patient has a suspicious lesion of the right axilla
Rcr414bhz remote codes

Undo the Merge (Unmerge) If no one changes a person’s record after a merge, a merge can be undone. Both the original and duplicate records are restored as if no merge had occurred. This graphic illustrates undoing a merge: Figure 2. How a merged record is fixed if it is changed after the merge.

Connect to Salesforce Data. Powerful connectivity to Salesforce CRM means easily visualizing the metrics that matter most to your business. Easy visual analysis means data can drive decisions at every phase of the pipeline: prospecting, lead management, pipeline coverage, account management, and more.

Your Google Account automatically protects your personal information and keeps it private and safe. Every account comes with powerful features like spam filters that block 99.9% of dangerous emails before they ever reach you, and personalized security notifications that alert you of suspicious activity and malicious websites.

ERPHeal Software provides an impeccable blend of features such as purchase, sales and billing, vendor, account, customer, financial reporting, product master, stock, hr and much more. CRM SOLUTION It is a range of customer services to assist customers in making cost effective and correct use of a product.

Sours: https://kaiac.unfuturoumano.it/salesforce-merge-accounts-with-different-names.html

Keeping your CRM free from duplicate contacts is an industry best practice - it helps prevent mismatched records, skewed data analytics and lessens your team confusion.

Even better, it means less time spent on administrative tasks and more on actual selling. We - the folks here at Salestrail - are all about sales efficiency, so we’ve created a comprehensive and user-friendly guide on how to merge accounts in Salesforce. Jump to any section.

Salesforce: How to merge accounts 

Merge duplicate accounts in Salesforce classic

Step 1: Go to the Accounts tab and click Merge Accounts in the Tools section. If you can't see it, ask permission from your admin account.

merge account salesforce classic

 

Step 2: First enter a search string to find potential duplicate accounts. The list will show accounts that start with your search string.

merging accounts salesforce classic

 

Step 3: Select up to three accounts you want to merge. Then click Next.

Step 4: Here, you need to select one account as the master record and choose the fields that you want to retain from each record.

Fields with conflicting values are highlighted.

merging accounts salesforce classic

 

Step 5: Then click Merge. Easy-peasy, right?

Merge duplicate accounts in Salesforce Lightning Experience

Step 1: With Salesforce Lightning Experience, you need to go to a specific account record. If there are potential duplicates, you can click View Duplicates to see them.

However, it seems only exact same account names are registered as potential duplicates in the Lightning Experience.

If you can't find the duplicates you want to merge, switch to Salesforce classic and use the Merge Accounts tool.

Step 2: Like how we do it with Salesforce classic, you can choose up to three account records to merge. Then click Next.

merging accounts salesforce lightning

Screenshot by Salesforce 


Step 3: Similarly, here you need to choose one account record as the master, and choose the field values that you want to keep. Then click Next.

merging accounts salesforce lightning screenshot

Screenshot by Salesforce 

Step 4: Confirm your choices and merge. And it's done!

Merge confirmation for person accounts

Screenshot by Salesforce 

 

Note: You can only merge business accounts or person accounts together. These two can't be mixed. 

Merge accounts with completely different names

At some point, you may need to merge non-duplicate accounts for reasons such as a client changing their name.

There's no one exact way to do it. But here is a simple and effective method we have used when trying to merge non-duplicate accounts.

Step 1: Edit name manually

From your Account Tab, find the old account you would like to merge, for example, Corporate US. Then click edit, add the new name at the beginning like in the screenshot. 

account edit salesforce classic

 

After you've done, click Save.

Then go back to Merge Accounts tool, and enter your search string. The returned results will include your edited accounts.

 

Step 2: Then just repeat the steps in merging for duplicate accounts in Salesforce Classic

How to mass merge accounts in Salesforce

Currently, Salesforce only allows users to merge up to 3 accounts at one time. This can be time-consuming if you need to merge lists of thousand contacts.

Using Excel is always possible, if you’re an Excel wizard.

If not, chances are that it’ll take a huge amount of time and effort, without any guaranteed results that do not create additional issues later on.

After having done some shopping around, here’s our selected Salesforce software and apps that’ll help you ease the pain.

Cloudingo

 

cloudingo for merging accounts

 

 

Main features:

  • Bulk action (mass update, mass delete, mass merge)
  • Dedupe import files

Free trial: 10 days

Pricing per user: $1,096 annually

Appexchange rating: 5

Number of reviews: 338

ZaapIT

Zaapit for merging accounts

 

Main features:

  • Mass Clone, Create, Emails, Add to Campaign, convert & Merge leads.
  • Auto scheduled merge 
  • Advanced duplicate detection options

Free trial: 14 days

Pricing per user: $12.49 USD monthly

Appexchange rating: 5

Number of reviews: 70

XLConnector

Datacleanser for mering accounts

 

Main feature: Mass updates, inserts, deletes, merges, and Lead conversion

Free trial: 30 days

Pricing per user: $8.25 USD monthly

Appexchange rating: 5

Number of reviews: 160

DataCleanser

 

Main features:

  • Find duplicate records and merge the results
  • Mass merge or manually merge duplicate records

Free trial: 30 days

Pricing: $1,500 USD annually

Appexchange rating:4.5

Number of reviews: 12

DupeAlerts

Dupealterts for merging accounts

 

Main features:

  • Dupe Detection Upon Entry
  • Mass Merge and Mass Convert
  • Batch Scheduling Features

Free trial: N/A

Pricing: $750 USD annually

Appexchange rating: 4.5

Number of reviews: 72

Interested in more tools, tips and techniques in maximizing the benefits of your CRM?

Read our Guide to Server-side sync for Gmail and Salesforce®. 
 

Sours: https://www.salestrail.io/blog/how-to-merge-accounts-in-salesforce-a-complete-guide
  1. Surveyor floor plans
  2. Bordoodle grooming
  3. Mpg earbuds

Salesforce Contacts Related to Multiple Accounts

Merging Contacts related to DIFFERENT Accounts


Example #1: 

Change Primary Relationship on any Duplicate Contacts to a Secondary Relationship on the Master Contact

  • This will keep both Contact Role relationships when merging two or more Contacts associated to the same Account. 

Both Relationships will survive after the merge.

NOTE:

Be sure that the Salesforce object is enabled:

  • Account Contact Relationship

NOTE: Salesforce does not allow editing of this object, so RingLead creates a new Relationship record, and deletes the old one.


Example #2:

Change primary relationship on Duplicate Contact to a secondary relationship on Master Contact

  • The Master Contact Role will remain and the Duplicate Contact Role will become a secondary Role.

Both Relationships will survive after the merge.
Sours: https://ringlead.atlassian.net/wiki/spaces/DUG/pages/763985925/Salesforce+Contacts+Related+to+Multiple+Accounts
How To Merge Accounts in Salesforce

How to Merge Salesforce Accounts Flexibly and Automatically

Duplicate accounts in Salesforce can be a serious problem for account-based sales and marketing teams.

Duplicate accounts break your single customer view and can cause confusion among your teams. The contacts and stakeholders for that organization may be split up between both accounts. The same is true for any important account notes that are left by your teams, which means that in the future your teams may miss critical context during conversations and engagements with that account.

Duplicate accounts can have an even bigger impact, in many cases, than duplicate contacts. Duplicate accounts impact all of the contacts that are associated with those accounts. With a single duplicate, you could be piercing what should be a single source of truth for all of the stakeholders at that company, hurting your chances of closing the sale.

Then there is the productivity side of the issue. When your teams know that you have a duplicate data problem, they will have to add new steps to their workflow to make sure that they have all of the information that they need to engage with an account effectively. That means that they’ll even have to double-check accounts that actually don’t have a duplicate in the system. Duplicate data issues can slow down your sales team across the board.

In the end, duplicate accounts in Salesforce impact your ability to engage with prospects, personalize communications based on previous interactions, deliver positive experiences for all stakeholders across accounts, and close sales. The more duplicates you have in your database, the more you will be impacted.

So the only thing to do is to identify duplicate Salesforce accounts and merge them regularly, to avoid these issues as much as you can.

But merging accounts in Salesforce can be a bit time-consuming. The process of merging them is simple and straight-forward, but Salesforce only allows you to merge up to three accounts at a time. If you have more than three accounts to merge, you’ll have to run the process multiple times. Merging accounts in Salesforce also risks breaking your integrations with other software, like HubSpot, as well.

Insycle helps companies automate the process of merging Salesforce accounts regularly in a reliable way. Duplicates can be identified using flexible matching rules and master selection criteria, merged in bulk on a set schedule while ensuring that you do not break your syncing integrations, with an audit trail report is available for download at any time.

 

Why Do Duplicate Companies Exist? Why Do They Get Created?

Duplicate accounts can be aggravating. Not only do they have a big impact on efficiency, but they also are time-consuming for someone to deal with. Between all of the associations between accounts, contacts, and sales reps — it can be a lot of work to identify, merge, and double-check to make sure all of the associations are in place as they should be.

A big piece of the puzzle of dealing with duplicate data comes from stopping it at its source. If you can stop duplicate accounts from being added to the system to begin with, you’ll greatly reduce your duplication rates throughout your Salesforce data.

Some of the different ways that duplicate companies are commonly added to Salesforce include:

  • Entry by different reps. Different sales reps may encounter different accounts at different times. They may assume they are the first to engage with a specific company and create a new account.
  • Import lists. Duplicate records are often created from third-party and import lists.
  • Integrations & other apps. Integrations with apps that add new data and accounts to Salesforce may create duplicate records.
  • Mistakes. Someone within your organization accidentally creates a duplicate account not realizing that the original account already exists.
  • Form submissions. Someone from a company may fill out a form, creating a new record in your database, when you already had a record for that specific account.
  • Lead conversion. When leads are converted, Salesforce will create an account, contact, and optionally an opportunity. Duplicate accounts may get created in the process.
  • Companies go through mergers and acquisitions. You may also want to merge non-duplicate accounts as well, such as when two companies merge or one acquires another.

There are many reasons why duplicate or mergeable accounts may appear in your Salesforce database. Being able to identify the root cause of those duplicates and stop it from happening is the first step that any company with a duplicate records problem should undertake.

One easy way to prevent the creation of duplicates is to set up duplicate rules in Salesforce. These rules keep duplicates from being created, based on a custom ruleset that you create, both from imported contacts as well as from manual entries from your team.

Now let’s look at how to merge accounts in Salesforce, in both Salesforce Classic and Salesforce Lightning.

How to Merge Duplicate Accounts in Salesforce Classic Experience

Merging duplicate accounts in Salesforce Classic is relatively easy and straight-forward. We’ll provide a full step-by-step breakdown of how this is done here.

Step 1: Go to the “Accounts” tab, and click “Merge Accounts”, which is located in the Tools section at the bottom right-hand side of this page. If you can’t see the “Merge Accounts” option there, you likely do not have the appropriate permissions.

Step 2: Search for the account using the name of the organization that you believe has a duplicate. Salesforce will search for accounts with similar company names.

Step 3: Select accounts that you would like to merge using the checkbox. You can select up to three different accounts. Then click “Next.” If you have more than three duplicate records, you will have to run this process multiple times and continue merging into the “master record” that you choose.

Step 4: Select the account that you would like to use as the “master record,” or the main record that all other duplicate accounts will merge into. You also select the fields that you would like to retain from each record here.

Step 5: Click the “Merge” button and your selected accounts will be merged together, following the rules that you have put in place for field priority in the previous step.

How to Merge Duplicate Accounts in Salesforce Lightning Experience

The process for merging accounts in Salesforce Lightning differs quite a bit from merging accounts in the Salesforce Classic experience.

Step 1: Navigate to the specific account record that you believe has duplicates. If there are duplicates detected by Salesforce, you can click “View Duplicates” to identify them. In this screen, you will be able to see both company accounts and contacts that are associated with the company that have been detected as potential duplicates.

Step 2: Select the duplicate accounts that you would like to merge together. As with Classic, you can only merge up to three duplicates at any one time. Then, click “Next.”

Step 3: Here, you select the record that you would like to function as the master record for the merge. You can also choose the fields from each of the different records that you would like to keep. When you are finished, click “Next.”

merging accounts salesforce lightning screenshot

Image Source: Salesforce

 

Step 4: Double-check to make sure that everything is accurate, and click “Merge.”

Merging records in both Classic and Salesforce Lightning is simple, and straight-forward, but does have some limitations. First, you can’t merge accounts in bulk, as Salesforce has a limitation on merging more than three duplicates at a time.

Additionally, surfacing and detecting duplicates can be difficult in Salesforce. While the system does find duplicate accounts with similar names, it does not surface duplicates based on the data contained within the record, which is often required to surface all of the duplicates.

How Insycle Automates Your Salesforce Account Merging

Insycle offers a simple, effective way to bulk merge accounts in Salesforce.

Using Insycle, you can identify duplicate Salesforce accounts using any field in your database, and not just the company name. Additionally, you can combine multiple variables together to identify duplicates. Insycle includes its own pre-built templates for identifying duplicates, or you can build your own based on your unique data fields.

For example, you could identify duplicates using flexible matching rules such as:

  1. Same or similar company name
  2. Same or similar company name, and website
  3. Same or similar company name and address or phone
  4. Partial company name match, ignored name abbreviations like Inc.

Through the standard Salesforce deduplication, you can set your own rules for identifying duplicates automatically within the system.

Resolve and Prevent Duplicate Data Unit | Salesforce Trailhead

Source: Salesforce

This feature includes both exact and “fuzzy” or similar matching, to help you surface more duplicates in the system. You can also tell Salesforce to surface duplicates based on these rules when either all of the variables are true, or some of the variables are true. However, despite the fact that Salesforce makes it easy to identify duplicates, they still only allow you to merge up to three duplicates at a time.

This means that, in order to surface and merge the maximum number of duplicates using the standard Salesforce systems, you will need to create rules that cover all of your bases in the system, and then go through the manual merging process repeatedly until all of the duplicate accounts have been merged into a master.

Insycle also includes the ability for exact matching or similar matching but gives you the ability to merge identified duplicate accounts in bulk and automatically on an ongoing basis. Similar matching identifies records that are similar to one another (based on the fields that you tell Insycle to use) and does not require an exact-match to identify a duplicate.

Insycle is also able to identify duplicates by ignoring common terms within the Company Name field. For example, Insycle can identify “Acme Inc.” and “Acme Incorporated,” even though the naming conventions are inconsistent.’

In a similar way Insycle can match website URLs in flexible ways, whether the website URL includes the protocol “http://” or “https://”, a subdomain like “www.”, or different top-level domains like “.com” and “.co.” Insycle can identify these duplicates even when the underlying data is inconsistent.

This feature isn’t limited to just account names and websites. It can be used on any data field. For example for phone number formatting, where you can tell Insycle to compare phone numbers while ignoring other characters like spaces, symbols, or even letters.

Additionally, Insycle allows you to identify and merge duplicate Salesforce accounts in bulk. In Salesforce, you are limited to merging up to three separate accounts at one time. When you have more than three duplicates, that means that you’ll need to go through the process several times to merge them all. With Insycle, you can merge an unlimited number of duplicates in one fell swoop.

Insycle’s deduplication templates can always be altered or added to, based on your needs. You can change these on the fly to see how the changes affect your ability to surface duplicates, whereas in Salesforce you have to change your duplication rules, which will impact the duplicates it finds for all records in your database. Here’s an example of an advanced deduplication template that you could use to surface duplicates that meet very strict criteria.

insycle-deduplicate-contacts

 

When you first sign up for Insycle, the Insycle Customer Data Health Assessment will analyze your database and identify many different types of common data errors that are plaguing your database. Included in this are multiple different types of duplicates that you can detect and fix in bulk, directly in Insycle.

duplicate-data

 

This provides you with a simple place to start for deduplication of both contacts and accounts and begin decluttering your CRM.

But Insycle offers another powerful feature that will allow you to merge accounts in Salesforce, on autopilot. You can schedule your duplicate account merging processes to run on a set schedule, keeping your Salesforce database duplicate-free on an ongoing basis.

9 Real-World Reasons Duplicate Data Is Killing Your Marketing ...

Rather than spending your time going into each account to evaluate the identified duplicates and merge them manually, Insycle can put that process on autopilot.

Insycle also tracks all changes made to your data.

Insycle also gives you a full audit trail, documenting all of the changes made to your data. This audit trail is available for both previews and live updates, and is available for download or review at any time.

Merging Between CRMs That Are Syncing

If you’ve ever tried to merge duplicates across syncing CRMs, you know that it can get pretty complicated.

Depending on the integration, there are likely to be nuances that you need to take into consideration. Deduplicating when Salesforce and Hubspot are syncing, for instance, you can break the sync if you do not merge all accounts in both platforms down to a master record that is synced between both platforms.

To do this, you have to navigate through both platforms to identify the correct master record, which can be tedious.

This is an issue that you are likely to run into between most platforms that are syncing. But Insycle can help.

Insycle makes maintaining your sync while deduplicating on two platforms simple without all of the manual checking and confusion that typically inhibits the process.

For an example let’s take a look at deduplicating between syncing Salesforce and HubSpot systems.

Using Insycle, you can dedupe both your HubSpot and Salesforce databases while ensuring that your sync remains active. This is done by “tagging” the master when the records are merged in one CRM and then using that tag in the master selection rules in the other CRM.

So for instance, you could dedupe accounts in Salesforce. The chosen “master record” would be tagged so (in a custom field), then when you use Insycle to dedupe the same records in HubSpot, Insycle would recognize the correct master record and ensure that HubSpot uses the same record as a master, so as not to break the sync between both platforms.

Here’s the steps to do this using Insycle:

Step 1: Create Custom Fields for Tagging the Master Record

Before you can tag the master, you need to create custom fields for both your Salesforce accounts and HubSpot companies.

Please note that while this process works for Salesforce accounts, it can be applied to contacts, leads, and opportunities as well.

The new custom field must be named “Deduplication Master Record.” Insycle will automatically populate this field once deduplication has taken place.

Add the Custom Field in Salesforce for Accounts

  • Label: Deduplication Master Record
  • API name: Deduplication_Master_Record__c
  • Data type: checkbox
Simplifying the Synced HubSpot and Salesforce Deduping Process-3

 

Add the Custom Field in HubSpot for Companies

  • Label: Deduplication Master Record
  • API name: deduplication_master_record
  • Data type: single checkbox
dedup-field-hubspot

 

Then, in your HubSpot sync settings, you’ll need to set HubSpot to copy the value from the “Deduplication Master Record” field into HubSpot. This is a one-way integration.

Simplifying the Synced HubSpot and Salesforce Deduping Process-1

 

Step 2: Deduplicate Salesforce Accounts in Insycle

Now you can merge accounts in Salesforce.

The deduplication process in this case is done the exact same way that it would be if the sync wasn’t in place.

Here’s an example of a template that deduplicates Salesforce accounts by account name and URL, while ignoring symbols and common terms on the account name such as “LLC” or “Inc,” while also ignoring extension and domain information like “.com,” or “.co.uk” for the website.

dedup-salesforce-accounts

Using Insycle, you can create your own rules for choosing your master. No matter how the appropriate master record is determined, Insycle will automatically populate the “Deduplication Master Record” custom field as “TRUE” based on the rules that you set.

Here’s an example:

Simplifying the Synced HubSpot and Salesforce Deduping Process

 

Step 3: Deduplicate Your HubSpot Company Records Using Insycle

Once you merge accounts in Salesforce, the “Deduplication Master Record” will be populated automatically as “TRUE” by Insycle. This ensures that Insycle is aware of the appropriate master record across both platforms so that the sync can be maintained.

The deduplication process using Insycle is the same as it is in HubSpot as in Salesforce, with one key difference.

In the “Master Selection” section, you’ll want to tell Insycle to determine the master record by looking for the corresponding Salesforce record with the correct tag in place.

hubspot-dedup-master-rules

Once the deduplication process is run in Insycle, all of your duplicates will be merged across both Salesforce and HubSpot, with the right master, while the sync remains in place.

Insycle - A Complete Data Management Solution for Salesforce

Merging accounts in Salesforce is a necessity for account-based marketing and sales teams. Splitting vital context up between different account profiles ensures that your marketing and sales teams are more likely to miss the mark with engaging with prospects and customers. A duplicate data problem affects productivity across your teams who have to install new processes into their workflow to ensure that they are working with complete context.

But Insycle goes far beyond helping with just data duplication. It is a complete data management solution for Salesforce, offering advanced data management options for data cleansing, data operations, and data collaboration. Insycle makes it easy to ensure that your Salesforce database is clean, uncluttered, and consistent to improve your sales results.

Unlike tools that tackle a single problem for a single CRM, Insycle tackles a range of issues for all of the most popular CRM solutions in the world today. Using Insycle, you can consolidate all of your data management tools into a single solution, resulting in lower costs for your company. With Insycle, you’ll have one tool to train people to use, one tool for security audits, and one singular vendor relationship.

Want to simplify the process of merging accounts in Salesforce? Start your free trial by clicking the button in the top right-hand corner of the screen.

Sours: https://blog.insycle.com/how-to-merge-accounts-in-salesforce-flexibly-and-automatically

Trailhead accounts merge

Trailblazer.me Account Merges

Some actions trigger a Trailblazer.me account merge, combining activity from multiple accounts into one. You can choose to manually merge two or more accounts.

Required Editions

Automatic Account Merges

If you have multiple Salesforce-related accounts attached to the same verified email address, Trailblazer.me merges them together when you sign up for an account. After a merge, you have one Trailblazer.me profile that reflects all of your accomplishments and login methods, that is, social account, Salesforce account, or email logins. This process is automatic, and you must complete the merge to log in.

After you create your Trailblazer.me profile, logging in with another Salesforce-related account can trigger an account merge. For example, let’s say that you sign up for a new Salesforce account using the verified email address that’s attached to your Trailblazer.me profile. If you log in to AppExchange with this account, Trailblazer.me recognizes that it’s associated with your verified email address and adds that login method to your existing profile.

A merge screen showing examples of what will be merged into an account.

If you cancel out of the automatic merge, you’re logged out and brought back to the login screen.

Self-Service Account Merges

If you have two or more Salesforce-related identities and would like to combine them into one, you can perform a self-service account merge.

When merging multiple accounts, Trailblazer.me combines:

  • Activity history
  • Connected Salesforce, social, and email login methods
  • Profile data
  • AppExchange reviews and comments
  • Help.salesforce.com support services across merged accounts (with limited access for accounts with different email addresses)
  • IdeaExchange ideas, votes, and comments
  • Trailhead badges, points, trailmixes, and hands-on orgs
  • Login identities

A self-service account merge doesn’t use or deploy any permissions sets, profiles, or other security settings from the connected Salesforce instance, and doesn’t allow access to any of the data or metadata stored in Salesforce.

Tips for Working with Many Salesforce Accounts

The number of Salesforce accounts that a Trailblazer interacts with varies by role. Some Trailblazers interact with only one or a few Salesforce accounts. For example, they have a personal account for Trailhead challenges and another for their workplace. Other Trailblazers interact with many Salesforce accounts. For example, they perform Salesforce consulting work and log in to multiple orgs on behalf of clients each day. In the latter scenario, visiting sites that use Trailblazer.me, such as visiting AppExchange to install a package, can result in regular account merge requests. These account merges just add your Salesforce account as a login method to your Trailblazer.me account. Data in each Salesforce account remains separate. Over time, a Trailblazer.me profile can accumulate many unwanted or infrequently used Salesforce accounts.

If you interact with many Salesforce accounts for your job, visit your Trailblazer.me profile periodically and remove the accounts that you don’t use often. Your profile’s connected Salesforce accounts appear on your Trailblazer.me profile Settings page.

The Salesforce Accounts section of Astro's Trailblazer.me profile with the Disconnect button highlighted for an account.
  • Merge Trailblazer.me Accounts
    To combine two separate Salesforce-related accounts into one Trailblazer.me account, you can perform a self-service account merge.
Sours: https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.tbid_account_merges.htm&language=en_US
LeetCode 721. Accounts Merge
Recommended Trailhead: Manage Donor Household Account Records
Recommended Trailhead: Manage Duplicate Contacts and Accounts
Power of Us Hub: NPSP Merge or Split Households

For more about the Household Account model, see the NPSP Documentation

Don’t have the Manage Household’s button? You might be on an earlier version of the NPSP or just need to Enable it

Sometimes you might find that you have duplicate account records (Organizations or Households). This happens if people get married/move in together, organizations merge or you just have plain old duplicate records.
  • On the household record account, click “Manage Household.”
  • In the upper-right, of the page, enter the name of the Contact that you want to add to the Household. Click on the record you want to add and the + symbol. 
  • If the Contact that you are adding in is part of another Household, with more than one contact, you’ll get two options: 
    • Add Individual Contact; OR 
    • Add All Household Members
Sours: https://sites.google.com/a/cloud4good.com/salesforce-glossary/home/npsp-user-manual/chapter-4-entering-data/merging-duplicate-organization-records

Similar news:

Almost weekly, I find myself trying to explain how Trailblazer Identity works with both Trailhead and myTrailhead.

For those that don’t know, Trailhead uses a service called Trailblazer Identity for managing user sign-up and login. Trailblazer Identity is one of the greatest innovations that Salesforce has created. It solves a truly unique problem set: how to unify all the Salesforce community properties such as Trailhead, Trailblazer Community, Dreamforce, Events, AppExchange under a common profile and identity that represents their single user across all Salesforce properties. At the same time, it also supports myTrailhead users within a company who may double up as Salesforce community users. That’s some serious double-thinking going on - you can be a member of several communities, plus access Trailhead, plus access private myTrailhead content - all as the same user! I could be an Independent Software Vendor (ISV) managing my app on AppExchange, a guest at Dreamforce, a partner attending a Trailblazer Community event, a Salesforce learner on Trailhead, or a learner on my own company’s myTrailhead tenant - all within the same day. That is a truly unique problem set that was solved with a single identity service!

Using Trailblazer Identity means a single person can use many different login identities (Google, Facebook, Salesforce, LinkedIn, Email) for many different use cases in many different user contexts (I’m an ISV, a partner, a learner, an admin, an employee, an event attendee) all going through the same identity service to sign up, login, access different types of content, and view their profile of accomplishments and engagement with Trailhead, myTrailhead, and the Salesforce community. As you can hopefully imagine, there are many different ways Trailblazer Identity interacts with users - whether it’s logging them in either via the web site or single sign-on, linking or merging their identities and users together, signing them up, or managing their settings including their hands-on orgs used for challenges. And it does all of this for both Trailhead and myTrailhead. As a result, there’s some complexity in the identity service which creates an opportunity to educate others how it works.

When I start explaining Trailblazer Identity in the context of both Trailhead and myTrailhead, I wind up with a white board that looks a little like this:



White board of Trailblazer Identity with Trailhead and myTrailhead


Keep in mind, every myTrailhead user is a Trailhead user. This means that myTrailhead users have full access as first class citizens to public Trailhead content while, at the same time, having access to their organization’s private myTrailhead content.

In its most basic form, Trailblazer Identity works like this: a new user signs up for Trailhead using a login identity that Trailblazer Identity accepts including:

  • *Salesforce production org 
    • including developer edition and a trial org
  • Google
  • LinkedIn 
  • Facebook 
  • Email
    • email address/one-time password
*Important Note: sandbox org logins do not work with Trailblazer Identity for login or sign up. This affects Trail Tracker sync later on in this blog post. If you have developers in a sandbox that aren’t already in a production Salesforce org, Trail Tracker won’t be able to load any of their badges. Those developers can still use a different login identity like Google or Facebook; however, their badges won’t sync with Trail Tracker.


Web login and sign up options


Now that Trailblazer Identity has some information about the login identity that you’re using to sign up, it asks for some simple information to finish the user registration. All users, including myTrailhead users, must self-register first as a Trailhead user. This guarantees a set of rights for all users based on the Terms of Servicefor Trailhead. For instance, an organization can inactivate a production user, removing their access to their private badges. But the organization can't take away access to a user's public badges as long as that user connected a separate, non-production org identity to their Trailhead user. Because everyone must self-register as Trailhead users, there is no way to auto-provision users on Trailblazer Identity such as through an LDAP or Active Directory service.

Progressive Profile User Registration

So the whole login and signup flow looks a little like this on the white board:

Login and Signup flows put together

Keep in mind, the idea is to have a common user across all Salesforce properties based on the user’s email address. If Trailblazer Identity finds that the user already exists with the same email address that you just used to sign-up a new user, then it’ll link the new user with the existing one. This helps keep a user from signing up multiple times and losing track which user or login maps to which badges that they’ve earned.

If your intention is to create multiple Trailhead users intentionally, for instance if you’re getting ready to do a demonstration to your team but don’t want it to affect your real badges or profile, then you can use a different email address or modify your email. For example, Gmail allows you to add a ‘+’ in your address as a filter which will act like a new email address even if emails will still go to your original address. There’s a great blogfrom Google about using filters in email addresses.

It’s also important to understand that you can use more than one login identity tied to your Trailhead user, so any of the following login identities can be used to login to your single Trailhead User.

Multiple Logins, Only one of You

That means you can login to Trailhead one day with your Google login identity, the next with your LinkedIn login identity, another day with your Email using a one-time password, and another day using your Salesforce production org user. Logins just tell Trailblazer Identity how to map to the single user they’re associated with. You can also manage all of these login identities under the Settings page within Trailhead, choosing which ones to keep and which ones to disconnect or merge and link.

Manage Login Identities under Settings

Notice that ‘Connect’ button in the last picture? That helps Trailhead to link or merge login identities and even other existing Trailhead users with our user. This is because it’s possible that there are multiple Trailhead users with different email addresses even though in reality, there’s only one of you. If that is the case, you can link or merge them:

Linking or Merging users

The difference between link or merging users is that if the second Trailhead user has any badges, we’ll merge them into the first user before we combine all of their login identities together. Otherwise, Trailhead will just link their login identities to their one-and-only-one Trailhead user.

And now that you have your single Trailhead user, you can login through the web site by clicking the login button or through single sign-on. To learn more about the single sign-on route, check out this awesome blog post.

Most importantly, now that you have a single user with multiple login identities, you have a single place to share your user’s profile and accomplishments. It doesn’t matter what login identity you use to login, you can access your single Trailhead profile.

Public Trailhead Badges and Rank

However, if you login with your myTrailhead production org identity, you'll see something slightly different than if you logged in with any of your other login identities. You’ll see both your public Trailhead badges as well as your myTrailhead badges together. And your rank will be based on the combination of both public and private content instead of when you logged in using a non-myTrailhead org login identity where you only saw your rank in the context of public Trailhead badges and points.

myTrailhead + Public Trailhead Badges and Rank

This may cause your head to spin a little bit. I don’t blame you. One minute you’re a Mountaineer rank and the next you’re a Ranger! The advantage is whether you’re an administrator or developer earning public Trailhead badges, or an employee, end-user, partner or anyone else earning private myTrailhead badges. Your login identity helps establish the context of what you can see including your badges.

People find Trailhead through a variety of means such as searching Google, following someone on Twitter, and word of mouth. Most of these result in a new Trailhead user signing up via the public Trailhead web site.

A myTrailhead user will typically become a Trailhead user by clicking through a single sign-on deep link in an email inviting them to earn a badge on myTrailhead. They might also click a single sign-on link from another website like a community or within a chatter post in the Salesforce app.  Keep in mind, a Trailhead user must use a Salesforce production org login to access their myTrailhead content - that’s how Trailhead connects the dots between the org they’re logging in from and the myTrailhead tenant they should have access to. After all, it’s possible for a single Trailhead user to have access to multiple myTrailhead tenants of content.  If that user already exists and has logged into their production org in another browser tab, Trailhead will log them in automatically. If not, Trailhead will take them through the progressive profile sign up process and then deep link them to the content from the email.

myTrailhead login and single sign-on flow

And when they’re done with the content, if they logout from myTrailhead, they’ll be logged out from Trailhead as well and be directed to the Trailhead home page.

Finally, Trailblazer Identity helps Trailhead to connect the dots with Trail Tracker reporting. Trail Trackeris a free AppExchange app for tracking user badge and Trailmix activity. When reporting on badge activity via Trail Tracker, Trailhead uses your user’s information to decide how to sync their activity with their reporting organization.

Every day, a scheduled Apex job in Trail Tracker runs, it calls into Trailhead with the organization Id and retrieves all of the badge and Trailmix activity for any user who has linked or used the same production org identity to login for their Trailhead user.  That way, Trailhead can share the user’s public and private myTrailhead badges the same way Trailhead figures out whether you can see public or public and private badges on your profile. And if the user doesn’t use myTrailhead, that’s okay. Trail Tracker will sync all of their public badges with your organization - as long as they’ve linked at least one of their Trailhead user login identities with the same org. More about using Trail Tracker and linking login identities in this fantastic blog post.


Trail Tracker and User Identities

One use case that is a bit more challenging with Trail Tracker is using sandbox to test it. Trail Tracker actually does work in a sandbox, but the integration user has to be a production org user when you set it up since sandbox users can’t login to Trailhead to begin with. In other words, you can’t have developers who exist only in a sandbox org sync their badges with Trail Tracker running in sandbox since it's not possible for them to login to Trailhead in the first place to earn badges. This isn’t a limitation in Trail Tracker - it’s just the way Trailblazer Identity works - since you can’t login or sign up with a sandbox user, you can’t earn badges and if you can’t earn badges, you can’t sync them to Trail Tracker. Access is based on the link between a Trailhead user’s production org identity and the production org where Trail Tracker is installed.

Trailblazer Identity is one of the greatest innovations that Salesforce has created. It allows you to access multiple communities in different contexts as your day switches you from partner, to customer, to developer, to employee end-user. It solves many difficult problems and helps us unify the community as well as providing a secure, scalable, and trusted service for all Salesforce community properties including Trailhead and myTrailhead.
Sours: https://www.salesforcehacker.com/


175 176 177 178 179