RE - How to Merge Accounts for Duplicates
Final v1 5/24/23
This material explains how to merge Accounts for duplicates.
Audience: This training shows how a Salesforce Sys Admin, AE Support Role, or the Sales Ops role for the Real Estate line of business would perform an Account merge. (Internal Use Only)
Video tutorial
Click the link below to view the video tutorial. Be sure to have audio enabled on your machine. Length = 00:02:33.
step by step instructions
Step 1
Go to Reports.
Step 2
Go to All Folders in the left panel.
Step 3
Within All Folders > Go to the All Folders Search field and search for EPAM.
Step 4
The EPAM folders will display in the list > Click on EPAM Duplicate Reports RE.
Step 5
The folder EPAM Duplicate Reports RE opens > Click on the report called RE Dup Accounts NameEmail1.
Step 6
The RE DUP Account NameEmail1 report opens > From the report, locate the desired account name (Innovative Real Estate Strategies, for this example) > The report shows 4 duplicates for this record > Click on the corresponding Account Name (to open the record).
Step 7
The Account record opens > Look for a system generated message of any potential duplicates.
Step 8
Click the View Duplicates link.
Step 9
The Potential Duplicates Records report opens > To view the duplicates, select the desired Accounts on the report > Click the Next button.
Note: The maximum accounts you can merge at one time is three.
Step 10
The Potential Duplicate Records screen appears > You can view all the fields that can be merged. Important: If you see an Office Relation Key (or any sort of "key") field, then do NOT merge/change those fields.
When you merge, the master record is updated with the values you choose and relationships to other items are shifted to the master record.
In the comparison columns > Decide which record you will use as the principal record > Select the fields you want to merge > Click the Next button.
Step 11
The Confirm merge screen appears > If you are ready to merge, click the Merge button.
Note: You cannot undo merging.
Step 12
You'll be returned to the principal Account record > If the merge was successful, you will see a confirmation message on the screen.
Step 13
If you re-open the RE DUP Account NameEmail1 report (be sure to refresh the report)
> You should only see the remaining Account record(s) now that you've completed the merge.
Disclaimer: This information is intended to be solely informative in nature, and does not modify, alter, amend or otherwise affect in any way the terms of any Service Agreement or Warranty Coverage. Please refer to the Home Warranty Service Agreement and/or New Home Builder Warranty Booklet applicable to your specific home for all coverage details, procedures, rights and obligations. 2-10 Home Buyers Warranty is a family of companies with a mission to improve the experience of homeownership. As a Provider of Home Warranty Service Contracts, 2-10 Home Buyers Warranty is: 2-10 HBW Warranty of California Inc. in California; Home Buyers Warranty Corporation VI in Florida; 2-10 Home Buyers Warranty of Virginia, Inc. in Virginia; 2-10 Home Buyers Warranty of Oklahoma, Inc. in Oklahoma and Home Buyers Resale Warranty Corporation in all other states (OR Lic # 202003). As the Warranty Administrator for New Home Builder Warranties, 2-10 Home Buyers Warranty is Home Buyers Warranty Corporation III in New Jersey and Home Buyers Warranty Corporation in all other states.