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The Guide To Salesforce Merge Accounts

There are a number of benefits of investing in customer relationship management software for small as well as medium-sized businesses. A high quality CRM software allows businesses to manage their customer relationship in a more effective manner. Most of the customer relationship management softwares available earlier were centralized. However, with the growth of cloud technology, businesses have become aware of the benefits of investing in a cloud-based CRM software and the Salesforce merge accounts feature.

Salesforce – CRM Software

Salesforce is one of the most well-known cloud-based CRM software platforms available in the market today. Salesforce has been available for more than a decade now and it has proven its effectiveness in garnering higher sales by making data available around the clock. Since this is a cloud based platform, there is no need for any software installation and the system is accessible from a web browser.

A business can choose the number of users it wants on the platform by choosing a package based on their current needs. A cloud based system allows businesses to upgrade easily without being concerned about any software or hardware requirements. The vendor carries out all the software upgrades on their own which means that businesses do not need to spend their time on technical stuff and instead, can focus on other business activities.

Another big benefit of cloud-based system is that it centralizes the data which means that the data is available for viewing and working with from anywhere in the world with the help of an Internet connection. Cloud also makes it easy to share the data in real-time. For instance, businesses have the ability to assign specific permission to a specific group of users for particular CRM reports.

Even though Salesforce developet account is one of the most popular CRM softwares, it does not do any duplicate checking by default. In other words, people may accidentally create various records on a duplicate basis for the exact same account. This is especially true when there are more than a few users attached to the system. This not only results in inefficient use of server space but sometimes, tracking a particular account’s information becomes difficult and may affect the reports.

The Benefits Of Salesforce Merge Accounts

However, Salesofrce merge accounts is easy to implement. There are a number of guides available on the Internet where you can easily learn multiple ways to Salesforce merge accounts. It is important to keep in mind that you need to have a business account or developer/enterprise/unlimited editions in case you are using a personal account. You also need to have the write as well as read permission for accounts and contacts to do the merging.

In case your account does not have these permissions, you may get in touch with the administrator to get the job done. While merging accounts, the software allows you to merge all the records in to a master account. Keep repeating the process until all the duplicate entries are consolidated into one master account.

You should approach Salesforce merge accounts in a careful manner to ensure that no data is lost or overwritten. Overall, merging is extremely easy but you need to be careful as you may accidentally erase some useful data in a hurry.