Managing duplicate records is always a pain in any CRM. At times, when Duplicate Accounts are created in Salesforce, Salesforce has given an inbuilt feature to merge duplicate accounts. You will be able to find a link "Merge Accounts" on the standard account tab under Tools section.
People who have used this feature must have observed that User need to come back to Accounts Tab, then click the Merge Accounts link and manually enter the account name. But, all this can be done in one click. Here is the trick.
Create a custom button in Accounts
Setup > Customize > Accounts > Buttons, Links, and Actions > New Button
Enter following code in the body and Save.
/merge/accmergewizard.jsp?srch={!Account.Name}&retURL=%2F{!Account.Id}
Now add this button on your Account Page.
Once you have clicked the Account Merge button, It automatically puts the account name in the search box and displays the searched result for a Quick Action. :=)
People who have used this feature must have observed that User need to come back to Accounts Tab, then click the Merge Accounts link and manually enter the account name. But, all this can be done in one click. Here is the trick.
Create a custom button in Accounts
Setup > Customize > Accounts > Buttons, Links, and Actions > New Button
Enter following code in the body and Save.
/merge/accmergewizard.jsp?srch={!Account.Name}&retURL=%2F{!Account.Id}
Now add this button on your Account Page.
Once you have clicked the Account Merge button, It automatically puts the account name in the search box and displays the searched result for a Quick Action. :=)
