How to Merge Salesforce Records that Have the Same Related Accounts or Contacts

When merging contacts with different direct account relationships natively in the Salesforce platform, the account relationship to the non-master contact is lost instead of becoming an indirect relationship to the master contact.

Redundant relationships between account and contact records also pose a problem. In Salesforce the merge is blocked when attempting to merge two contacts that are indirectly related to the same account, or attempting to merge two accounts that are indirectly related to the same contact. Salesforce requires that the redundant relationship be manually removed before the merge can proceed.

Cloudingo is the only platform that can solve these merge problems.

Using Cloudingo’s powerful merge capabilities, redundant relationships no longer cause a merge to fail, nor require manual intervention. Correct direct and indirect account/contact relationships are maintained.

If you have this feature enabled in Salesforce, here’s how to overcome this merging limitation using Cloudingo.

Scenario 1: Merging Duplicate Contacts with Multiple Account Structures

Scenario 1

(Fig. 1, below) In Salesforce when duplicate Contacts are merged, the direct Account from the non-master record (A3) is not shifted to an indirect relationship.

Figure 1

(Fig. 2, below) In Cloudingo all Accounts are shifted over to the master record. The direct Account from the master maintains its direct relationship, while the remaining Accounts are indirectly related.

Figure 2

Scenario 2: Merging Duplicate Contacts with Multiple Account Structures and Shared Indirect Accounts

Scenario 2

In Salesforce the records cannot be merged.

Error message: Can’t merge contacts. These contacts have the same related account. Remove the redundant account-contact relationships and then try merging again.

Solved: Cloudingo automatically resolves this issue.

(Fig. 3, below) In Cloudingo the redundant relationship is automatically removed so that the contacts can be merged. All Accounts are shifted over to the master record. The direct Account from the master maintains its direct relationship, while the remaining Accounts are indirectly related.

Note: You may have to add the Related Accounts list to your Contact page layouts in Salesforce to see which additional Accounts they are related to using the Contacts to Multiple Accounts feature.

Scenario 3: Merging Multiple Accounts Indirectly Related to the Same Contact

Scenario 3

In Salesforce the records cannot be merged.

Error message: Can’t merge accounts. These accounts have the same related contact. Remove the redundant account-contact relationships and then try merging again.

Solved: Cloudingo automatically resolves this issue.

(Fig. 4, below) In Cloudingo the redundant relationship is automatically removed so that the accounts can be merged. All Contacts are shifted over to the master record, and all direct and indirect relationships maintain their relationships.

Figure 4

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