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DemandTools Tips and Tricks: How to merge duplicate person accounts in Education Cloud

Lindsay
Enthusiast

Each week, we highlight a new use case in DemandTools that we cover in the Validity Help Center. Use these tips to get more out of your DemandTools account!

How to merge duplicate person accounts in Education Cloud with DemandTools V Release

What do you do if you get duplicate person accounts in Salesforce Education Cloud? Normally, Salesforce restricts merges if match groups contain the ContactProfile object, which is what is used here. But if you decouple the ContactProfile object from the person account, you can use a two-step process to merge the accounts. Read on to learn how.

3 REPLIES 3

doruksonmez
Enthusiast

link is broken. 

Thank you @doruksonmez for pointing this out. Yes, this is an older post and we've done some changes to our articles since then. Here's some current information regarding merging person accounts. I've updated the links above. 

Manuel

doruksonmez
Enthusiast

Thank you