how to merge accounts in salesforce npsp

1. Go to the Accounts tab and click Merge Accounts in the Tools section. If you can't see it, ask permission from your admin account.
2. First enter a search string to find potential duplicate accounts. The list will show accounts that start with your search string.
3. Select up to three accounts you want to merge. Then click Next.
4. Here, you need to select one account as the master record and choose the fields that you want to retain from each record. ...
5. Then click Merge. Easy-peasy, right?

How does NPSP contact merge work?

With NPSP Contact Merge, you choose which contact to keep and what data to use from each duplicate contact. All related items from each contact, such as opportunities and payments, move to the newly-merged contact so that no data is lost.

How do I merge two households in Salesforce?

To merge two Households: Search for the Contact that should be the Primary Contact on the final, merged Household. You can do this by typing the Contact's name in the search box at the top of Salesforce. Once you're on the Contact record, click the Household Name.

How does the NPSP contact matching rule work in Salesforce?

Based on the criteria in the NPSP contact matching rule, Salesforce alerts Sofia that she may be creating a duplicate contact. Remember that the NPSP duplicate rule determines Sofia’s options. Here she can click View Duplicates to choose to edit an existing contact or she can continue to create this record and save it.

Who can merge contacts in Salesforce?

Only an admin or another user with sufficient security permissions can merge contacts. So it’s a good thing that the duplicate rule also adds the potential duplicate to a report for her Salesforce Admin, Gorav Patel, to see and clean up later if needed.

How do I merge households in Salesforce Npsp?

0:582:58Nonprofit Salesforce How-To-Series: NPSP Merge and Split HouseholdsYouTubeStart of suggested clipEnd of suggested clipStart typing the name of the contact you want to add - Jasmine's household. Once you've found theMoreStart typing the name of the contact you want to add - Jasmine's household. Once you've found the right person. Click the plus sign next to the contacts.

Is there a way to merge accounts on Salesforce?

From the Accounts tab, click Merge Accounts in the Tools section. If you don't see the merge option, ask your admin to check your user permissions. To find the duplicate accounts, enter a search string.

How do I merge accounts in Salesforce lightning?

Choose an account record. A message tells you if duplicates exist for that record. ... Choose up to three account records to merge. Click Next. ... Note When accounts containing brands are merged, the brand associated with the master account will be retained. ... Confirm your choices and merge.

How do I merge mass accounts in Salesforce?

To merge duplicate accounts manually in Salesforce classic go to the account's tab page > click the merge Accounts link under the tools section> click the find accounts> choose up to 3 duplicate accounts > choose the master record > choose the surviving values > click the merge button.

How do I merge non duplicate accounts in Salesforce lightning?

Here's a step by step how:Bring up the App Launcher and click on Duplicate Record Sets.Now click on the New button to add a new Duplicate Record Set. ... Click Save. ... On the Duplicate Record Items related list click on New. ... Now similarly add the second Account or Contact you want to merge and click Save.More items...•

How do I merge two contacts in Salesforce?

Merging Contacts The Salesforce Admin can get to the merge Contacts page from the Related List on the Account record [either hover over the Contacts Related List then click Merge Contacts or click the Contacts Related List and click Merge Contacts]. From here, the process is the same as when merging Account records.

How do I merge duplicate accounts and contacts in Salesforce?

Choose a contact record. A message tells you if duplicates exist for that record. To see them, click View Duplicates.Choose up to three contact records to merge. Click Next.Choose one contact record as the master, and choose the field values that you want to keep. Click Next. ... Confirm your choices and merge.

Can you merge contacts in Salesforce lightning?

In Lightning Experience, you can merge contacts that have different primary accounts unless the contact is associated with a portal user. In Salesforce Classic, you can merge only contacts that have the same primary account. The primary account is the account listed in the Account Name field on the contact record.

What permissions are needed to merge accounts in Salesforce?

To merge accounts associated with sites, you must have the Manage External Users permission. You also need permissions to delete accounts and edit related records such as opportunities and contacts.

How do I manage duplicate accounts in Salesforce?

To manage duplicates that aren't surfaced by a duplicate rule, create a duplicate record set.On a duplicate record set list view, click New.Specify a duplicate rule (in the Duplicate Rule field) or a duplicate job (in the Parent field).In Lightning Experience, in the Related tab, click New.

Can't merge accounts These accounts have the same related contact?

Error message: Can't merge accounts. These accounts have the same related contact. Remove the redundant account-contact relationships and then try merging again. Solved: Cloudingo automatically resolves this issue.

What is NPSP contact merge?

With NPSP Contact Merge, you choose which contact to keep and what data to use from each duplicate contact. All related items from each contact, such as opportunities and payments, move to the newly-merged contact so that no data is lost.

What is the matching rule in NPSP?

The NPSP matching rule matches on first name (fuzzy), last name (exact), and personal email (exact). Let's take a look at the matching rule, create and edit a duplicate, and activate both.

What is duplicate management in Salesforce?

The good news is that Salesforce has a nifty tool that can help. Salesforce Duplicate Management searches for existing records upon creation and edit, then alerts the user and adds potential duplicates to a report. Duplicate management consists of: Matching rules, the criteria for finding duplicate records.

Can you revert back to original NPSP?

Once you merge and delete records, there’s no way to revert back to the original versions. The NPSP Contact Merge feature does not search for duplicates or merge in bulk. Your duplicate rules must have identified the contacts, or you know what you want to merge, then you handle each duplicate individually.

Can you merge contacts in NPSP?

If you use the standard tool, any merged contact in NPSP will end up with an anonymous household, so we recommend that you always use the NPSP Contact Merge. To merge contacts, a user must have security settings that allow them to delete contacts, access every field on contact records, and access both contacts.

Merge Households

Have you ever found yourself with two different Household Account records, both of which have the same mailing address? This often occurs during an online form integration where two of your Contacts registered with your organization separately. It can also occur as a result of a data import.

Split a Household

You may also find that you need to separate members of a Household. For example, if a child moves away, or if Household members go through a divorce.