Creating a WIL for Merging Duplicate Accounts
Apr 6, 2005Have you every found an account record that's a duplicate and wanted to launch the account merge form right from that account? Here are the general steps.
Create a Web Link for the account object as: https://na1.salesforce.com/merge/accmergewizard.jsp?srch={!Account_Name}
Add that Web link to your page layout call it "Find Duplicates." Now go to an account and fire off your new WIL.
You may have to adjust the account name to pick up the duplicate, however you now skip that mess of going to the accounts tab.
I 'WIL' have to admit I didn't think of this one on my own. It was passed to me from one of the SFDC professional services guys. Thanks.
Fifedog
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When clicking on the link, it asks the user to sign on, even if they are already signed on to the system.
Problem is we are using ingle sign on so they can't login.
Any ideas on how to stop the need to sign on again??
Posted by: Daniel | September 22, 2005 at 02:39 AM
Are you a non US user? My client is based in Europe so I replaced 'na1'in the link with 'emea' and then it worked fine.
Posted by: Gary Smith | September 26, 2005 at 03:40 AM
Works a treat!
Posted by: Daniel | September 29, 2005 at 03:45 AM
As to merge accounts, I have the following questions:
1. why "You may only select up to three records to merge."? Suppose for whatever reason, you have more than 3 duplicate records for one account, this restrction will make you do the merge several times. It sucks!!!
2. Is it possible to do the merge at the "all accounts" view, like you can view "all open leads", and select multiple leads and add to campaign. This will make things much easier(no need to do the search and select only 3 records to merge).
3. Suppose you want to merge two accounts, one named "ABC xxx Co.", the other named "XYZ Co.", currently there is no way that you can do it!!! You have to either rename "ABC xxx Co." into "XYZ ABC..." or rename "XYZ Co." into "ABC XYZ ..." so you will be able to search the account begin with the same alphabet.
Having said that, what is the simplest and quickest way to merge accounts, suppose for every account you have at least one duplicate record.
Thanks.
Posted by: Chuankai | March 28, 2006 at 11:22 AM
Fabulous! Thank you!!
Posted by: Nicole | June 05, 2006 at 02:10 PM
Look at this enhancement to the merge accounts functionality which allows wildcard search and AND & OR so you can search accounts with different names.
https://www.salesforce.com/us/appexchange/detail_overview.jsp?id=a0330000003eUVjAAM
Posted by: Sheikhs | June 19, 2007 at 02:54 AM