Merging
Contacts
In order to make sure we continue to have the most accurate informaiton about our stakeholders, we need to eliminate any duplicate records that we may find. This will allow you to pick which pieces of information get merged into the new master record and will also carry over any related records (such as Orders, Registrations, and Contracts) to the master record as well.
Learn more about how to merge Contacts in Salesforce
Organizations/Accounts
Accounts/Organization duplicates are a big problem due to information gathered during online registration. While we do our best to look up existing records, spelling errors in the name or address will likely cause a duplicate to be created.
Learn more about how to merge Accounts/Organizations in Salesforce
