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!

How Salesforce Merge Tool Can Help Businesses To Enhance Data Quality?

How Salesforce Merge Tool Can Help Businesses To Enhance Data Quality?

The productivity of your organization depends on the data management process of the organization. When it comes to data, it consists of all your customer’s data, team’s data, product information, and various types of important data that require proper management. It becomes hectic to keep the database clean and managed with traditional approaches of data management. But a Salesforce merge tool can be a cost-effective, efficient, and handy solution for your data management.

Salesforce Merge Tool

One of the biggest challenges comes in data management is the duplication of data and accounts. It affects the improvisation of the organization and creates difficulty in the analysis of the data. Thankfully, Salesforce CRM allows us the ease of Salesforce merge software.

Salesforce merge tool provides some great resources to merge duplicate data from different or from the same datasheets. With the help of the Salesforce merge app, you can easily search for duplicate data from any object such as lead, account, and contact, and remove or merge that duplicate data.

Some other uses of Salesforce merge tools such as merge duplicate records, merge without losing real data like history or attachments, easily find duplicate records on any object, remove data in your existing database, tracking merging history, and much more.

While we are on this topic. Let us discuss the Mango Merge tool by Wahinnovations.

About Mango Merge

Mango Merge is a duplicate record merging software for Salesforce, created by Wahinnovations. Mango Merge manages your duplicate records and improves data quality. It offers services such as; easy to search duplicate data, select the master record and merge duplicates, schedule/abort jobs for duplication at your convenience, easy navigation and UI, no coding required for setup, and many more.

Conclusion

If you are considering changing your strategies to manage duplicate data for a clean and authentic database. Mango Merge is a good-to-go tool for your Salesforce CRM with all the latest features you need for better data merging. You can get more information about the Mango Merge tool by Wahinnovations at https://www.wahinnovations.com/mangomerge

Let us know what you think about integrating record merging software for Salesforce?