Considerations for Merging Accounts Associated with Relationship Groups | Salesforce
Merging multiple accounts into one helps you keep your data clean so you can focus on closing deals. Here’s what you need to know about merging accounts that are members of relationship groups.
|Available in: Salesforce Classic|
|Available in: Salesforce for Wealth Management|
|To merge business accounts:||“Delete” on accounts|
|To merge person accounts:||“Delete” on accounts, “Read” on contacts|
- An account can’t exist more than once in the same relationship group.
- The account you select as the master record retains its original relationship group memberships. For example, if the master record “Joseph Bannon” was a member of the “Bannon Family” and “Bannon Law Firm” relationship groups, it remains a member of those relationship groups.
- The master record replaces the non-master records in all other relationship groups involved in the merge. For example, if the non-master record “Joe Bannon” was a member of “Bannon Trust Beneficiaries,” the master record is transferred Joe Bannon's membership in Bannon Trust Beneficiaries.
- If there is a relationship group to which the master record did not originally belong but the multiple non-master records belong, the master record is transferred the membership of the non-master account that had higher priority (primary versus secondary) or the account whose member record was most recently modified in the relationship group. For example, if the non-master records “JR Bannon” and “Joe Bannon” both were members of “Acme LLP” and JR Bannon was primary, then the master record is transferred JR Bannon's membership in Acme LLP. Alternatively, if neither JR Bannon or Joe Bannon were primary or secondary but JR Bannon's member record in the relationship group was modified more recently, then the master record would be transferred JR Bannon's membership in Acme LLP.