Salesforce Tips and Tricks:
One click Account Merge without any coding:
In most of the organization removing duplicates is the big
task. Mostly in case of accounts, the admins get involved in the cumbersome process of Merging the Accounts.
To merge accounts they follow 4 step Process:
- . Go to Account
- Go to Merge Accounts
- Put the common name of Accounts to merge
- Finally merge the account.
But this Process can be made very simple
and a Button Click and without navigating from the account with the steps below:
1.
Go to Setup -> Account-> Buttons, Links and
Actions
2.
Create new Button named “Merge”
3.
Put Content Source : URL
4.
Put URL as:
/merge/accmergewizard.jsp?srch={!Account.Name}
5.
Save.
6.
Go to Account Page layout and add the “Merge”
button on Page layout.
Snapshot: Button Properties
Snapshot: Account Page layout with "Merge" Button
When you will click on Merge Button on the account it will search for the same account names in the salesforce and will display the names of accounts to merge automatically without putting name of account as below snapshot shows:
Try this and let me know your feedbacks!!
