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AccountMerge

By Advanz101 Business Systems Inc

De-dup Account & Contacts with unique capabilities!

Free  

Never requires payment

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Business Need
Productivity
Admin & Developer Tools
Data Cleansing
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

An easy-to-install application for Salesforce CRM users to merge up to 5 duplicate or non-duplicate account/contact records in one go. It also has unique functionalities like record filtering and preview before the user clicks the merge button.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
AccountMerge/Fall 2023 bug fixes 1.6.0
Listed On
10/05/2023
Latest Release
10/06/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 7
App Builder: 7
Community Builder: 6
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.5.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/13/2023

Additional Details

AccountMerge is an application meant for merging up to 5 duplicate or non-duplicate account records or both. Our app comes with a powerful filtering system that enables a user to quickly filter through accounts, allowing easy identification and merging of the needed accounts. One of the key features of our app is its ability to retain important account information, such as addresses and phone numbers. This ensures that all important data is kept intact, and no crucial information is lost during the merging process. With our preview screen, the user can exactly see what the merged account will look like before the changes are made.

Need help?

Advanz101 Business Systems Inc

San Jose, CA, USA

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