Greetings! My company recently went through some organizational changes that necessitate the need for a clean-up of Salesforce Accounts. We plan to merge many of our "sub-accounts" into a Parent one or more levels above. I have been unable to find a clean way to do this. Reaching out to the community for guidance. (Note, we have several custom fields in the Account Object.)
We have access to the Smartsheet / Salesforce Connector tool that could be used to greatly streamline the process. However, I have not been able to determine how this tool could assist with Account merging.
Thanks in advance for your assistance.
Regards,
John
@John Crick its hard to explain it all in one comment but you first create a Matching Rule but going to Setup > Matching Rules. Then you would go to Setup > Duplicate Rules and setup a rule using the matching rule you just created.
You would setup these rules base on the requirements that fit your org data, for example, match records that have the same address, or same ID number, etc.
After you would go to the Duplicate Record Sets app and merge records there. This is a short, quick overview of the whole process, it is not super straight forward but not rocket science either. If you look for the what I mentioned above you will find plenty of online content, but if you just have a play yourself in your sandbox, you will get there :)
