By Salesforce is one of the most well-known brands of Saas or Software-As-A-Service provider that’s well-known for its Customer Relationship Management (CRM) software. This CRM is composed of several parts, including Service Cloud, Sales Cloud, and Marketing Cloud.
Just like any other tool, it’s not what you got, it’s how you use it. And the power of the CRM can only be appreciated when you use it properly. Unfortunately, when it comes to using the software, users can make a mistake or else make duplicate entries for one account. Thankfully, Salesforce has different a wizard that teaches you and walks you through the process of cleaning up your database. And in this article, we’re going to teach you the proper way for importing contacts into Salesforce.
Before you merge accounts, search the database if a person already has a record in the system. If you find that there are two records for the same individual, click on the Accounts tab. You will see on the lower right-hand side the Tools section where you can find Merge Accounts tab. Click on it.
A merger wizard will then appear to help you clean up and complete importing contacts into Salesforce.
If you want to do general cleaning on your database, on the search tab of the wizard, type in the section of the database that you want to clean up. For this article, we will use the word “sales”. Just take a moment to imagine that there are two accounts that look like they may be duplicates of each other.
Before Importing Contacts Into Salesforce
First, make sure to deactivate one username. The accounts merger wizard will let you merge the two in two easy steps. Click on “Next”. The wizard will then present you with a side-by-side comparison of the two accounts. If you have an admin account, you should be able to see side-by-side all the details on each. Click on the details that you want to retain after the merge. Then click on the “Merge” button”. You will then get a confirmation message. Click on “Ok”.
Check out: How to choose the best Cloud Service Provider
If you think that was easy, it is. And you can do the same thing over and over again as you go along.
Take note, if the accounts are parent accounts, the merged record will only appear in the selected account as the other account will be deleted. If the accounts have “Reports To” relationships, that field is maintained in the selected account. Essentially, everything is retained in the selected record.
Please take note, you can only merge accounts if you have admin access to SalesForce. Other users that have access to the merge wizard are the account owner himself and any user above account owner status that has the appropriate permissions.
If you will go for importing contacts into Salesforce you don’t own but don’t have admin access, you must have permission to delete on “Accounts” and permission to edit on “Opportunities and Cases”.
That’s it for this post on importing contacts into Salesforce. We hope that you found it useful.
Comments