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AccountMerge

De-dup Account & Contacts with unique capabilities!

Overview

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.

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  • (1) Choose which fields to view on the record datatable (2) Merge up to 5 account/contact records in a single process (3) Filter records while merging records (4) Retain important information like addresses and phone numbers (5) Preview before the merge

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.

Categories

Business Needs
Productivity
Admin & Developer Tools
Data Cleansing
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

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