Merging Parties Best Practices


Keep track of duplicate records and merge them into new records. Select the correct field values to add to the new record. This allows you to remove excess party records and ensure your records are unique.

You might want to create a custom matching and duplicate rules if the Salesforce standard Account Match rule does not work well with your firm's practices. Read this document for complete information about Salesforce standard rules.



1. First, disable account one-to-one enforcement in Party Settings in Litify Settings. Navigate to Settings  > Party Settings and toggle Disable account one to one enforcement on. This allows you to merge party records.


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2. Then navigate to a party record with duplicates. Click View Duplicates.


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3. Click both check boxes next to the duplicate parties. Click Next.


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4. Select the party record you will use as the master. Then select the field values the master party will have. This window only displays fields with different values between the duplicate parties. Click Next.


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5. Click Merge Parties.

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6. The merged party record opens.

 

Delete the extra contact record


7. Since every party record on Litify also has a corresponding contact record, you must delete the extra contact record after merging parties. Navigate to your Contacts and locate the two remaining records associated with your merged parties. We suggest you change a field value on the merged party record to determine which contact record it updates.

For example, change the phone number of the party and locate the changed phone number on one of the two remaining contact records. Delete the contact record that does not update based on the change you made to the merged party record. Keep the contact record that does update. This way you maintain the parity between your new party and the remaining contact.

Change the phone number field of the merged party:
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Locate the contact record that updated based on the above change. Then, delete the contact record that did not change:

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8. Additionally we suggest you change the setting in step one back to Off, which re-enables account 1:1 enforcement.



Additional articles:
Salesforce documents about Standard Account Matching rule
Create duplicate and matching rules





 

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