What are merge fields in Salesforce?
Merge fields are placeholders in an email that is replaced with the Salesforce data when the email is sent. Utilize merge fields to personalize emails that are sent from a template in order to make the process of sending individualized emails simpler and faster.
How can I get the most out of Salesforce?
Maintaining clean, accurate data is one of the most important things you can do to get the most out of Salesforce. It builds the trust of your sales team and helps you work toward complying with various data protection and privacy regulations.
What is Salesforce Salesforce duplicate management?
Salesforce gives you tools for managing duplicates one at a time and across your org, and to track your progress in eliminating duplicates. Give your sales team the tools they need for maintaining great relationships with customers, and keep your leads, accounts, and contacts clutter free.
How do I manage duplicate sales leads and accounts?
By activating duplicate rules and the Potential Duplicates component, you can control whether and when sales reps can create duplicate accounts, contacts, and leads. You can also give them permission to merge duplicate leads, business and person accounts, and contacts. Find duplicates across your org by running duplicate jobs.
Can you undo a merge in Salesforce?
If we make a mistake merging records you can't undo the merge and we would like the ability to do that.
What happens when you merge cases in Salesforce?
When you merge cases, you select one case to be the master. You can compare the field values, and select the values that you want to use in the master record. All related lists, feed items, and child records are added to the master.
How do you 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 see merged accounts in 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. Then click Find Accounts.
How do I enable merge cases in Salesforce?
To enable Case Merge: From Setup, enter Case Merge in the Quick Find box, then select Case Merge. Toggle Merge Cases to proceed to Case Merge settings. Next, specify how to deal with duplicate cases. Select Delete duplicate cases after merge to delete the source files after they're merged, then save your settings.
What is a parent child case in Salesforce?
When a case is associated with a parent case, it signifies a relationship between cases. The relationship can be a grouping of similar cases for easy tracking, or a division of one case into multiple cases for various users to resolve.
What happens to contacts when accounts are merged Salesforce?
A merged record retains the Created By user and Created Date from the oldest record merged, regardless of which record is the primary. The record shows the merge date as the Last Modified By date. The non-master contacts are moved to the Recycle Bin.
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.
Can you merge leads in Salesforce lightning?
Click Merge Leads. Select one lead as the “Master Record.” Salesforce retains any data from hidden or read-only fields in the Master Record....Required Editions and User Permissions.User Permissions NeededTo view leads:Read on leadsTo merge leads:Delete on leads
How do I report a merged record in Salesforce?
Create a new report using the "Account History" report type. Add the filter: Field/Event equals Account Merged. Select edit date equals the date when the account was merged. Include the "Edited by" field, that will show you the name of the user that performed the merging.
How do I manually merge accounts in Salesforce?
Merge duplicate accounts in Salesforce classic. Step 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. Step 2: First enter a search string to find potential duplicate accounts.
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...•