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How to Merge Older Duplicate Accounts and Contacts: https://help.pm.leapevent.tech/a/829703
If you haven't set up Duplicate Management yet per our instructions, we recommend you do so! It makes tracking and merging duplicate Accounts and Contacts much easier. However, that only works for duplicates created after you set up Duplicate Management.
For duplicates created prior to setting up Duplicate Management, you'll merge (or "dedupe") those Accounts or Contacts manually in Salesforce Classic. Follow our instructions below!
No matter where you merge your Accounts and Contacts, all related Donations, Ticket Orders and anything else associated with either Account are combined so you will not lose or overwrite the related list data.
1. Navigate to Salesforce Classic by clicking on your profile photo; then, click "Switch to Salesforce Classic"
2. Find the duplicate Accounts/Contacts you want to merge
Before you can merge duplicate Contacts, they must be in the same Account. In order to merge duplicate Accounts, the Account names must start with the same word/letters.
3. If necessary, edit the name of one or more Accounts so that it starts with the same name
Accounts must start with the same letters/words in order to be merged. In the case of this example, we need to delete the "The" from this account in order for the Account Merging tool to recognize the duplicates.
If you're merging two accounts with a record type of Individual into one Household account, change the record types to Household.
4. Click on the Merge Accounts tool located on the Accounts tab
5. Search for your duplicate Accounts in the Merge tool
You can use the whole or the first part of the Account Name to find your duplicate Accounts here. Only enter the name that's the exact match between the two Accounts. In this example, "Daniel Pesick" will work, and so will "Daniel," but "Pesick" will not.
6. Select the records to merge and click "Next"
You can merge either two or three Accounts together at a time.
There may be other Accounts that show in the results that you do not wish to merge. Just deselect those in the checkbox column at the left.
7. Select the values you want to keep on the merged record
1. You can pick and choose the information from each record you want to keep on the newly merged Account. Compare the two records and select the radio button next to the information you'd like to keep.
Whatever information you do not select will be lost. If you want to keep other data and put it in a different field (like a second phone number or address, for example), copy and paste it into a temporary document of some sort. You can edit the Account record later and add that in.
2. Some kinds of roll-up fields are editable and selectable when merging Accounts but are automatically recalculated on a nightly basis. You don't need to worry about which value you select for these fields.
PatronManager fields that you can ignore when merging Accounts, as they'll automatically recalculate each night:
- Amount Donated This Fiscal Year
- Amount Donated in Last # Days
- Last Donation Amount
- Lifetime Order Count
- Lifetime Single Ticket $
- Lifetime Subscription $
- Lifetime Membership $
- Order Count Last # Days
- Single Ticket $ Last # Days
- Membership $ Last # Days
3. Once you've selected the field values you want to keep, click the Merge button.
8. Click on the newly merged Account in your Recent Items
While you're here, you can add any additional phone numbers or email addresses you temporarily saved when merging the two Accounts earlier.
9. Scroll down and click on the "Merge Contacts" button on at the top of the Contacts related list
There's a possibility this button may not appear on an Account with the Individual record type.
9.1. Click on "Edit Layout" at the top of the Account record
9.2. Make sure the Individual Layout is selected; if it's not, click on the Layout name and select Individual Layout
9.3. Scroll down to the Contacts related list and click on the wrench icon
9.4. Click the + sign to the right of the Buttons heading
9.5. Check the box next to "Merge Contacts" and click OK
9.6. Click the Save button in the layout palette
9.7. Boom! The button should now appear on the Contacts related list on Accounts with an Individual record type
10. Merge the Contacts together
This process mirrors that of merging the Accounts earlier.
Select the records that you want to merge. Deselect anyone who should not be merged. Then, click the Next button.
Note that all contacts in the Account can be merged together even if they are not similar in name. Take care with Household or Business Accounts that have multiple people in them to not merge unique individuals who should stay as two separate Contacts.
11. Select the values you want to retain for the Contact
Remember that if you want to keep other data and put it in a different field (like the 2nd e-mail address in this example), copy it to your clipboard or another document and edit the record after the merge is done to add it back.
Click Merge when you're ready to combine the records.
12. Navigate back to Lightning Experience by clicking "Switch to Lightning Experience"
