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NasipuriNasipuri 

Account Merging

Hi,

 

We are trying to merge SFDC account using the merge tool.

 

From the Account page I am selecting “Merge Accounts” link in the Tools section.

 

In the merge screen “Step 1. Select the records to merge” after putting the Account name it is showing an error message like below

 

“The search returned more than the maximum number of rows (50). Please refine your search criteria”.

 

Can any body please tell me how do I will refine search criteria in the Merge My Accounts screen?

 

 

Thanks in advance.

 

Regards,

Dinesh Nasipuri

Dinesh.Nasipuri@gmail.com

Jeff TalbotJeff Talbot

Unfortunately the Merge My Accounts feature currently (as of Summer '07 release) only searches on Account Name. Since you have more than 50 Accounts with the same name, you'll have to edit Account Names in order to use the feature.

Edit Account names so that you have counts of fewer than 51 when you group by Account Name (i.e. Accounts 1-50 get named 'Account 1' and Accounts 51-100 get named 'Account 2', etc.). You may want to use Data Loader or Excel Connector to modify Account Names in mass.