Hi there! 😊 You can absolutely set this up! Just create a Cross Object job between Contact and Account. Here’s the step-by-step guide: www.plauti.com/support/en_US/35how-tos/how-to-enable-and-configure-cross-object In your case, make sure to map the Account Name and Contact Name fields with each other. Once that’s done, you can start the job by following this guide: www.plauti.com/support/en_US/55usage-guide/how-to-start-a-cross-object-job From there, you’ll be able to merge the results. Hope this helps, and happy merging! 🎉 If you’re already a customer, feel free to reach out to us at support@plauti.com for further assistance. If you’re interested in trying Duplicate Check, we offer a 14-day free trial that you can start here: appexchange.salesforce.com/appxListingDetail?listingId=a0N300000058vzKEAQ
Hey, I want to merge if the contact name and related account name are the same. Can we set up that condition?
Hi there! 😊
You can absolutely set this up! Just create a Cross Object job between Contact and Account. Here’s the step-by-step guide: www.plauti.com/support/en_US/35how-tos/how-to-enable-and-configure-cross-object
In your case, make sure to map the Account Name and Contact Name fields with each other.
Once that’s done, you can start the job by following this guide: www.plauti.com/support/en_US/55usage-guide/how-to-start-a-cross-object-job
From there, you’ll be able to merge the results. Hope this helps, and happy merging! 🎉
If you’re already a customer, feel free to reach out to us at support@plauti.com for further assistance. If you’re interested in trying Duplicate Check, we offer a 14-day free trial that you can start here: appexchange.salesforce.com/appxListingDetail?listingId=a0N300000058vzKEAQ