How to Merge Records in Business Using Salesforce Merge Tool?

How to Merge Records in Business Using Salesforce Merge Tool?

There aren’t many sayings in database maintenance, but here’s one: a clean database is a happy database. If you have recurrent duplicates or data duplication in your Salesforce org, you won’t have a pleased admin or operations team. For starting, a Salesforce merge tool is set up and activated for merging your data of company accounts, contacts, and leads. In today’s post, we’ll look at how to keep different types of duplicate data and the differences between them.

How Can Your Team Avoid Making Duplicates in The First Pace?

Taking preventative actions is the first step toward maintaining a clean database. Salesforce has some excellent resources to assist you with this right out of the box. You can enable tools that will alert users while they are creating a record if the system detects duplicate data in the database. They can then double-check to ensure they are adding a new record rather than a duplicate. It’s also a good idea to equip your team with training to help them use clean data practices.

Merging Several Types of Data

Even if you take careful and thorough proactive measures to maintain a clean database, something may fall through the cracks. If you end up with a duplicate, you’ll need to know how to combine records. You can end up with notes or other valuable information spread across multiple duplicates, and you don’t want to lose any of it. Fortunately, Salesforce has several native features to assist you in locating and merging duplicates.

About Mango Merge

Mango Merge includes all of the functionality needed to merge duplicate records and make data clean, error-free, and convenient. To make data easier to grasp, users can now search duplicate records, pick master records, and merge duplicates. After integrating Mango Merge with Salesforce, you can easily merge duplicates in Salesforce.

Do you want to learn more about Mango Merge? Don’t look any further! To get started on the go, contact one of our Salesforce consultants at WahInnovations.

How To Integrate Salesforce Merge App Mango Merge? on wahinnovations.com

How To Integrate Salesforce Merge App Mango Merge?

Salesforce is an excellent CRM for efficiently managing your company’s data. The Salesforce merge app makes data management in your company very easy, quick, and safe.

A Salesforce merge app helps to manage duplicate data from CRM. It merges duplicate data or also deletes unnecessary data. Not only duplicate data, but it also simplifies all data cleansing processes such as duplicate records, big data, lost records, validates records, data synchronization, and so on.

Mango Merge is a Salesforce native software for managing duplicate records and enhancing data quality. To make data easier to understand, users can now scan the duplicate records, pick master records, and merge duplicates. You can quickly merge duplicate records in Salesforce after integrating Mango Merge. First, choose a record to keep, then preview the final performance before merging duplicate records. Mango Merge has simple navigation and a user-friendly interface, with the ability to schedule/cancel jobs for duplication and a codeless setup process.

How To Integrate Salesforce Merge App Mango Merge?

If you want assistance in installing Mango Merge, please contact our experts at Wahinnovations. However, here’s a step-by-step guide to show you how to install Mango Merge:

Step 1: Visit https://appexchange.salesforce.com/

Step 2: Log in to the AppExchange.

Step 3: Choose the preferred installation option; Install in production or Install in the sandbox.

Step 4: Search for the Mango Merge app on AppExchange.

Step 5: Accept the Terms and Conditions, then click Install.

Step 6: Choose the installation for specific profiles and install packages.

Step 7: Click to install…Click done after completion.

You are now ready to use the Mango Merge service.

Conclusion

Do you want to learn more about Mango Merge?

To get started on the go, contact one of our Salesforce specialists at WahInnovations. Discover Mango Merge’s capabilities; schedule a demo to see how Mango Merge can solve your duplicate data problems!