Syensqo IS - Customer Support

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Overview

Who: SBS Support

What: Load an Excel template into Salesforce using Data Loader. To complete this process, GBU data steward must give:

  • Salesforce ID of the user to add
  • Salesforce ID of the accounts
  • Team member role
  • Access to accounts : Read OR write


 

Table of contents


Step-by-step


I. Check the template

Sources
  1. User request per mail
  2. SFDC case
  3. SFDC report

Open SFDC report

Identify "Duplicate Record set"


Compare the following

  1. Account name
  2. Billing Country
  3. Billing City
  4. Billing Street

Appreciate the similarity of these fields between accounts to merge (in the end, it is a personal decision)


Some typical examples
Case n°1

The content of these fields is equivalent. Record types are "Account Record Type".


Proceed to merge as follows

If you are looking to learn how to merge accounts in Salesforce Lightning with different names, you will need to use Salesforce Classic and utilize the Merge Accounts tool.

  1. go to SFDC
  2. Click the "Accounts" Tab
  3. Slide down to "Tools" section and click "Merge Accounts"

    click next



    click "Next"


    Click "Merge"


    WARNING : MERGING ACCOUNTS IS IRREVERSIBLE !!!!

    Click "OK"
Case #2




Business Unit : in the case of two different BU's, choose one, click "Merge", go on merged Account page, Click "Edit" then add the missing BU

Same approach applies to BDT

Case #3

Case #4


In case of doubts on the address, ask account owner(s) if relevant to merge

Case #5

After merge require Aurelia Bouvry to update SAP technical table as shown below




Related docs

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