#Account Merge0 discussing

The Classic version has a tool to merge contacts and accounts. This was super easy. The feature does not appear to be available in Lightning. Is there a way, in the Lightning version, to "easily" merge duplicate contacts and accounts?

I can't seem to find one. It's weird that it provides tools to find duplicates, but not to resolve them.

#Account Merge  #Merge Contacts  #Duplicates

#Account Merge

I'm currently having an issue with a trigger for a scheduled process on our Opportunity object. The trigger fires both before and after any updates to an opportunity, which causes a scheduled job to run and change the account type of the parent account 2 weeks later. 

Ex. I create opportunity on 8/5/21 with the status as "In-Progress" and nothing happens with the opp. This starts our opportunity trigger. On 8/19/21, two weeks later, the scheduled job runs, finds my opportunity that hasn't been modified since 8/5, and changes the account type. 

Recently, I noticed that merged accounts were triggering this process, as the opportunity in the accounts being re-parented count as updated, thus firing the Opportunity trigger on the day of the account merge. This is causing some accounts (leads or inactive clients) to revert to incorrect account types, which we need to avoid. 

I was thinking of creating a field that would be automatically updated each time an account is merged, which I can then use in the scheduler as an exclusion, however, I am having trouble executing this. Setting the field manually is a last case scenario, as we have different users merging accounts. Does anyone have any ideas on how I can create a field (checkbox/text/picklist/etc.) on the Account object that updates if merged with another account?

Thank you. #Salesforce Developer #Apex #Apex Trigger #Accounts #Account Merge

I am trying to merge Accounts in Lightning.  According to the Help & Training article, when I click on an account record I should see a message telling me if duplicates exist with a link to View Duplicates.  I went on an account record where I know it is a duplicate, but I am not seeing a message. 

What am I missing?

@Admin Group, Chicago, US 

Mass Account Merge.

Please suggest a way to Merge multiple accounts at once. Right now I can compare max. 3 duplicate accounts at a time. But I have many duplicate accounts and each account may have more than 3 duplicates. Please suggest a way to handle this limit in Salesforce. I can't do this manually by searching for individual account, rather I would prefer data loader to complete this activity in one go or thru any free tool.

I am trying to figure out how to merge accounts in SF Lightning.  Although SF provides an easy way to merge duplicate accounts (companies with the same name), they do not provide any explanation that I can find on how to merge accounts with different names.  Can this be done without manually creating a duplicate name for two accounts in order for the automated system to identify a duplicate?  

We have many account page layouts of which not all the account fields are displayed.  In classic, when an account is merged, only the fields that user has access to will be merged otherwise, the data is lost.  Hence, as an admin, who can see all account fields, is the only person who should be merging accounts.  Is this classic rule still enforced in the Duplication feature in Lightning?

Hello people, hope I am not spamming this group by posting links to Ideas I have created. 

I would request you guys to have a look through and vote up if you feed so for below ideas. Thanks. 

https://success.salesforce.com/profileIdeas?u=0053000000Bi8bLAAR&type=Idea