How To Merge Accounts in Salesforce
Salesforce was first invented in 1999 and ever since then, it has become an essential tool for a huge variety of different companies. It offers all sorts of impressive tools that can help companies impress their customers and otherwise improve their brand in a variety of ways. For the most part, Salesforce is easy to use, but you may still be confused about certain matters.
For example, learning how to merge accounts in Salesforce can be a bit of a challenge if you don’t know where to start.
Fortunately, it isn’t as hard as you might think. Keep reading this Salesforce guide and learn more about what Salesforce is, how it works, and how you can merge accounts with it.
What You Need To Know About Salesforce
Before we jump into the details of merging accounts in Salesforce, let’s first take a look at what exactly Salesforce is and what kind of benefits it has to offer. The first thing you should know is that Salesforce is a company that uses cloud-based technology. Cloud technology is a bit complicated to explain, but in short, it allows information to be gathered together in one place where it is easily accessible.
The main benefit of this kind of cloud technology is that it allows companies to better connect with other companies as well as their customers, partners, and many other groups of people. Cloud technology permits this connection in a way that most other types of technology can’t. Besides the benefit of connecting on this level, Salesforce also offers countless tools that allow companies to get one step ahead of the marketing game.
For example, Salesforce offers tools such as customer tracking, customer marketing, and more. Customer tracking is particularly important since a company can see what its customers buy, how often they purchase certain things, what they might be likely to purchase next, and so on. This, of course, can help in a variety of ways.
It can also make the marketing aspect a lot easier. Salesforce puts all the most important marketing tools in one place. That way, you won’t have to run around looking for all the right tools.
Instead, they’ll already be at your disposal. Also, consider that Salesforce is a CRM. If you don’t know what that is, a CRM stands for customer relationship management. As the name suggests, it has to do with forming a certain relationship with your customers.
Having a customer relationship is important because it allows the customers to feel that they have some kind of closeness with your brand. This can also promote customer loyalty which will make your customers more likely to only shop at your brand for certain items. This, of course, is great for business since you not only will have plenty of new customers but also plenty of returning customers.
So far, you have seen many of the Salesforce benefits that are available, but there are some confusing parts you might have to work out. In particular, you may come to a point where you need to merge accounts but don’t know how. Fortunately, it isn’t as hard as you think.
How to Merge Accounts in Salesforce
Understanding Salesforce as a whole is easy, but what about merging accounts? The first step is to go to the accounts section. This section should be easy to find since it should be near the top of the screen and have “accounts” written on it.
Once you click on that section, there will be another section in the Tools area that says “merge accounts.” This, of course, is the main button you’ll need to use to start merging accounts in Salesforce. But what if you can’t see this section available?
If that’s the case, you may have to get permission from your admin account as it may be blocking that option for one reason or another. Once you see the section that you need, enter something into the account search area. This will allow you to see if there are any duplicate accounts floating around.
The list that shows up will only show you accounts that are related to whatever you type into the search bar. Once you find duplicate accounts or other accounts that you want to merge, select them. You can only select up to three at a time.
What You Need to Know
Once you click on all the accounts that you want to merge, click the next button. At that point, you’ll have to designate one of the accounts as your master record. If you want, you can also retain a few different fields from the different accounts that you chose before.
If there are conflicting values involved among the selected fields or accounts, Salesforce should alert you to them by highlighting them. Once you sort out all the different fields and ensure that you’re dealing with the right accounts, you can merge them simply by clicking the merge button that the software provides to you. After that, the accounts you selected should be merged perfectly and you won’t have to worry about them anymore.
It’s as easy as that!
All About Merging Accounts in Salesforce
How to merge accounts in Salesforce doesn’t have to be difficult as long as you know where you should start. Fortunately, the entire process is quite easy. All you need to do is find your way to the accounts section, click on merge accounts, and follow the instructions from there, and that’s it.
To learn more about how Salesforce works, book a call with us here.