Merge Duplicate Customer or Supplier Accounts

Zumzum Financials Knowledge Base

    Overview

    Salesforce offers you very powerful and easy to use tools to Manage Duplicate Records  which will help you enforce your data quality standards.  You should consider implementing duplicate prevention rules in Salesforce to improve the data quality or your Customer and Supplier accounts.

    If you do find you have created or imported duplicate records in Salesforce, you will be pleased to know Zumzum Financials leverages the standard Salesforce tools for merging duplicate records.

    Follow these links to learn more on how to Merge Duplicates Accounts in Salesforce  or how to Merge Duplicate Contacts in Salesforce. You are able to use the Salesforce merge account feature in order to merge Supplier and Customer accounts with duplicates. For more information on how to use this feature please check the below help-pages which describe the process in Lighting and Classic.

    Given that your Customer and Supplier accounts will have related financial transactions and ledger entries you will  merge accounts and have a single consolidated list of related records, transactions and the correct Total Balance on the account record.

    Merge Duplicate Customer Accounts

    A Customer account in Zumzum Financials has a range of related records associated to it. Certain types of related records are created in order to create transactions in the system, while others are actual transactions in the system with related Ledger entries.  The related records which create ledger entries are used to rollup and calculate the Total Balance on the customer account.

    Both types of Customer related records will have the lookup relationship field reparented after you have used the standard Salesforce merge process.  As soon as you have completed the Salesforce account merge process, the Zumzum Financials rollup summary process will be triggered automatically and show the correct Total Balance once the records are merged.

    Below is a list of records which are related to the Customer account, where a lookup field exists which will be updated during the account merge process:

    • Bank Payments
    • Bank Receipts
    • Expense Sheet Detail
    • Ledger
    • Payment Gateway Transactions
    • Payment Methods
    • Purchase Orders (Shipping Address)
    • Sales Invoice Plans
    • Sales Invoice/Credit
    • Sales Orders
    • Scheduled Sales Invoices
    • Time Sheet Details

    Once you are happy you are comfortable with the expected outcome when merging Customer accounts, please follow this link to learn more on how to Merge Duplicates Accounts in Salesforce

    Merge Duplicate Supplier Accounts

    A Supplier account in Zumzum Financials has a range of related records associated to it. Certain types of related records are created in order to create transactions in the system, while others are actual transactions in the system with related Ledger entries.  The related records which create ledger entries are used to rollup and calculate the Total Balance on the Supplier account.

    Both types of Supplier related records will have the lookup relationship field reparented after you have used the standard Salesforce merge process.  As soon as you have completed the Salesforce account merge process, the Zumzum Financials rollup summary process will be triggered automatically and show the correct Total Balance once the records are merged.

    Below is a list of records which are related to the Supplier account, where a lookup field exists which will be updated during the account merge process:

    • Bank Payments
    • Bank Receipts
    • Expense Sheet
    • Expense Sheet Detail
    • Ledger
    • Products (Supplier)
    • Purchase Invoice
    • Purchase Order
    • Time Sheet Details

    Once you are happy you are comfortable with the expected outcome when merging Supplier accounts, please follow this link to learn more on how to Merge Duplicates Accounts in Salesforce

    Merge Duplicate Contacts

    Contact records are added to lookup fields on certain records in Zumzum Financials to identify the main contact or to send manual or automated emails.  Contact records do not contain rollup summaries for Ledger entries.  When you merge a contact record which is reference in a related record with a  lookup field, the lookup field value is updated when you merge contact records.

    Below is a list of records which are related to the Contact, where a lookup field exists which will be updated during the contact merge process:

    • Account (Billing Contact)
    • My Company Addresses
    • Opportunity (Primary Contact)
    • Payment Gateway Transacitons
    • Payment Methods
    • Purchase Invoice
    • Purchase Order
    • Sales Invoice/Credit
    • Sales Order
    • Scheduled Sales Invoice

    Once you are happy you are comfortable with the expected outcome when merging Customer accounts, please follow this link to learn more on how to Merge Duplicate Contacts in Salesforce.

    in CustomersManage Customer DataManage Supplier DataSuppliers Tags: customerDataduplicatesupplier