Why Are Duplicates Records a Problem?At some point in time, you’re bound to run into duplicate records in your CRM. While they might seem harmless, duplicate data has a significant impact on business performance. Duplicate records make it harder to keep proper track of the “one source of truth” in your CRM. If your teams are logging activities and updating information on 2 or more separate records, then it will become hard to figure out which of the records is most relevant. This leads to bad data quality. And with the ever-increasing use of sales & marketing automation tools, bad data sneaks into your processes before you are aware of it.
Source: “The cost of bad data: stats” by Econsultancy
- 88% of companies have reported a negative impact on their revenue, caused by bad data.
- A 12% loss in revenue has been attributed to the effects of bad data.
- 21% have reported reputational damage due to actions taken based on bad data.
How to Merge Accounts in Salesforce Lightning
- Open an Account record and click View Duplicates.
- Tick all accounts you want to merge (max. 3 accounts) and click Next.
- Click Use as master on the account you want to keep.
- Select the values you want to keep from the duplicate accounts and click Next.
- Confirm the merge by clicking Merge Accounts.
How to Merge Accounts in Salesforce Classic
- Click Merge Accounts in the Tools section of the Accounts tab.
- Enter your account search and click Find Accounts.
- Select all the accounts you want to merge (max. 3 accounts at a time) and click Next.
- Select the account you wish to keep as the Master.
- Select all fields you wish to keep from each duplicate. Conflicting values are highlighted.
- Click Merge.
All done! The selected accounts will now have merged into the Master Account you specified,
If you need to merge more than 3 records, either repeat the process or use a specialized app from the Salesforce AppExchange.