One can choose the master account to establish the hierarchy in lightning, whereas in classic the merged account retains the account hierarchy from the master record.
Lightning experience doesn’t support for merging person accounts.When merging, the duplicate records keep these following considerations. Step 7: Click Merge Accounts to merge the records. Once merged, the record cannot be reverted. When merging, the master record is updated with the values which you have chosen and relationships to other items are moved to the master record. Before merging, choose the correct value for each field. Step 6: We can choose up to three records to merge. Step 5: Make sure the Duplicate and Matching rules are active. Click View Duplicates to show the duplicate records. You can select show toast or show card or show both.įig 2: select potential duplicate and display options Step 3: Click Potential Duplicates which is used to alert duplicate and select the display options. Step 2:Choose record page and select the object which you want. Step 1:In setup enter App Builder and click Lightning App Builder. The following steps to be followed to detect merging of duplicate records: It helps us maintain good bonding with customers and keep our accounts and contacts clean. If permission is given to merge records in classic, the same could be used in lightning too. This feature is available in Lightning Experience only. However, now we can detect and merge duplicate accounts and contacts in Lightning experience. Duplicate rules are used to prevent the duplicate records. In Salesforce classic, if there are any duplicate accounts and contacts, it will display error message only. There are options to either allow and block the duplicate records. Duplicate data in any system leads to operational inefficiencies.
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