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Andrew NorthAndrew North 

Best practises to mass consolidate accounts?

Hey all

Hope you can help, I'm currently reviewing the Accounts that we hold within My Org and have found that we have almost 25k.

I'm planning on tidying this mess up.

At the moment, I've restricted the rights so that it's only myself and a colleague who can create new Accounts, this forces end users or ourselves to first search for an account to check if it exists, if not then we will create it on their behalf.

How would be best to approach this scenario?

I'm thinking to first delete any 'dead' accounts e.g. those that do not hold any information or linked objects such as Opp's, Frameworks, contacts etc.

Is there an option to filter all of the duplicate or similar Account names so that they can be merged?

If anyone has any ideas, documentation, best practices or advice then please point me in the right direction.

Thank you

Best Answer chosen by Andrew North
VinayVinay (Salesforce Developers) 
Hi Andrew,

You can below link to merge duplicate accounts

https://help.salesforce.com/articleView?id=account_merge_lex.htm&type=5
https://www.forcetalks.com/blog/how-to-merge-duplicate-accounts-in-salesforce-lightning/

Also, try to use duplicate rules to prevent duplicate accounts and contacts in your org.

https://trailhead.salesforce.com/content/learn/modules/sales_admin_duplicate_management/sales_admin_duplicate_management_unit_2

Hope above information was helpful.

Please mark as Best Answer so that it can help others in the future.

Thanks,
Vinay Kumar

All Answers

VinayVinay (Salesforce Developers) 
Hi Andrew,

You can below link to merge duplicate accounts

https://help.salesforce.com/articleView?id=account_merge_lex.htm&type=5
https://www.forcetalks.com/blog/how-to-merge-duplicate-accounts-in-salesforce-lightning/

Also, try to use duplicate rules to prevent duplicate accounts and contacts in your org.

https://trailhead.salesforce.com/content/learn/modules/sales_admin_duplicate_management/sales_admin_duplicate_management_unit_2

Hope above information was helpful.

Please mark as Best Answer so that it can help others in the future.

Thanks,
Vinay Kumar
This was selected as the best answer
Andrew NorthAndrew North
Many thanks Vinay, these resources will be very helpful.