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Merging Accounts

You should read the FinancialForce Help topic About Merging Accounts before starting a merge involving FinancialForce accounts.

See also "Merging Duplicate Accounts" in the Salesforce Help for a list of things to consider when merging accounts, including the permissions that you need.

Stage 1: Preparation and validation

1. From the All Tabs page, click the Merge Accounts tab.
2. Specify the master account and up to two accounts to merge.
3. Click Run to prepare and validate the accounts for merging. You are notified of the success or failure of this operation.

Stage 2: Merging the Accounts

1. From the Accounts tab, click Merge Accounts in the Tools section.
2. Enter a search string to find the duplicate accounts.
   For example, you can enter acme* to find duplicate accounts listed as “Acmes” and “Acme, Inc”.
3. Click Find Accounts.
4. Check the rows of up to three accounts you want to merge. Click Next.
5. Select one account as the “Master Record.” Any data in hidden or read-only fields will be taken from the Master Record.
6. Select the fields that you want to retain from each record. When there is conflicting data, the fields in the left column are preselected and the row is marked in blue.
7. Click the Merge button to complete the merge. If all the validation rules are passed, the selected accounts will be merged.

Stage 3: Update Balances

1. Click the Balance Update tab.
2. Click the Update Balances for Merged Accounts tab.
3. Select the master account.
4. Click Update Balances. You are notified by email of the success or failure of this operation.
5. [Optional] If you are maintaining secondary balances, we recommend that you run an incremental synchronization to update these.

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