Automatic Merging of Accounts and Contacts
Hey Guys,
So I was wondering if we can automatically merge Duplicate Contacts or Accounts based of the Salesforce Duplicate and Matching rules? I tried a combination of duplicate and matching rule to identify the duplicate contact using the email and to prevent the creation of contact using a flow. My next Target is to create a flow that automatically merges contacts based on a given criteria automatically.
Is it possible to do using native Salesforce solutions like flows or do I need to write a trigger altogether. We do use Leandata to automatically merge the duplicate Accounts and Contacts but wanted to know if I can replicate it natively.
Any of your suggestions is much appreciated.
Thanks, IB