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Astrea Contact Lead Merge

Merge Contacts of Account and Leads separately.

Overview

• Merge your duplicate Contacts From Account record along with selected related list. • Merge your duplicate Leads from Lead record along with selected related list. • Works like standard Account Merging feature of Salesforce.

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  • Data Redundancy is decreased with increase in memory space.

Astrea Contact Lead Merge, merges identical Contacts of an Account and Separate Lead Records. It also helps in cleaning up duplicate Leads and Contacts. It allows user to select one Record as Master Record out of the two selected records. By default all values in the merged record are taken from Master record. User may use values of some fields from other record as needed. The “slave” record is deleted from Salesforce after a successful merge and user will redirect to merged record. NOTE:- Record can be related to contact or lead. But make it clear that it will not merge any contact with lead while it merges contact under particular account and Lead Records separately by taking two records at a time.

Categories

Business Needs
Sales
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

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