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Siddharth Negi Accounts/Contacts Merge
There is a limitation of merging only 3 accounts or 3 contacts in single go.
In my scenario: I have total of 280,000 records which contains duplicate records as well.
In total unique records count should be only 45K.
There is a lot of manual activity we have to follow while merging duplicate Accounts to a single unique account as we can merge at max 3 accounts at a time. i.e. for 800 duplicate records I have to perform same activity around 600 times.
I can not delete all accounts from Salesforce and export them to excel and do the modification on excel, as I have a complex hierarchy as 1 Account having multiple contacts (with all fields), again one contact is mapped to multiple Campaigns.
Exporting all such fields and hierarchy in excel is not possible and again on excel we have to perform lot of manual efforts.
Kindly fix the limitation of merging more than 3 accounts at a time.
Any suggestions/tool help is appreciated as we are facing challenges to simplify this task.
Call me in case of any issues.
Thanks,
Siddharth
CRM- Business Manager
Dubai
+971-566722715
In my scenario: I have total of 280,000 records which contains duplicate records as well.
In total unique records count should be only 45K.
There is a lot of manual activity we have to follow while merging duplicate Accounts to a single unique account as we can merge at max 3 accounts at a time. i.e. for 800 duplicate records I have to perform same activity around 600 times.
I can not delete all accounts from Salesforce and export them to excel and do the modification on excel, as I have a complex hierarchy as 1 Account having multiple contacts (with all fields), again one contact is mapped to multiple Campaigns.
Exporting all such fields and hierarchy in excel is not possible and again on excel we have to perform lot of manual efforts.
Kindly fix the limitation of merging more than 3 accounts at a time.
Any suggestions/tool help is appreciated as we are facing challenges to simplify this task.
Call me in case of any issues.
Thanks,
Siddharth
CRM- Business Manager
Dubai
+971-566722715
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