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tgganeshtgganesh 

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 :)

 

 

JiahJiah

There is an application in AppExchance, dupeBlocker/dupeCatcher. It might help you.

AroraAnupAroraAnup

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!