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tgganesh Idea to merge Duplicate Records
Hi,
Can anyone suggest the best way or Tool to merge accounts in Salesforce to remove duplicate accounts from the system. While merging accounts, oneaccount should be selected as the master account to remain in the system.
All related objects (eg: contacts, opportunities, etc.) from the
secondary account(s) should be attached to the master account, automatically, and remain in the system.
Thanks in Advance :)
There is an application in AppExchance, dupeBlocker/dupeCatcher. It might help you.
There are quite a few apps available on the AppExchange that you can evaluate, based upon your business case. Here are a few that you can start looking at:
CLAM (Contact, Lead & Account Merge) 2 - https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wktUEAQ - Free App
DupeCatcher, Real Time Deduplication - https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IYLlEAO - Free App
DupeBlocker 2.0 - https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cMzEAI - Paid App
Good luck!