Person Account - Add Merge Review

This article explains how to manually review and merge duplicate person accounts in PowerRouter. 

The “Add Merge Review” Component is designed to review person accounts or accounts before merging them to avoid merging non-duplicate records accidentally. With this component, you can add original and duplicate accounts to a review page and review them before merging them automatically.

Follow these steps to manually review and merge Person Accounts:

  1. Start by selecting the “Router” icon on the left side of the PowerRouter menu bar.

  2. In the Router section, create a new workflow. Choose "Account" as the object type and give it a name. For example, "Demo Person Account."
  3. Click on the newly created workflow to start configuring it.

  4. Drag and drop the trigger component “New Account” on the workflow canvas.

  5. Now, connect the "Is Duplicate Person Account" to the trigger "New Account" component.
  6. After configuring the Duplicate Component, click "Save" to apply the changes. Once saved, you'll see two paths: "Yes" and "No."
  7. Add an "Add Merge Review" component to the ‘Yes’ path and ‘Assign User’ component to the ‘No’ path.
  8. Click on the ‘Edit’ icon of the ‘Add Merge Review’ component to configure the component. Add description text and  include a Description field, where you can add descriptive text, and click on "Review all the duplicates to be merged at Duplicates page" option to open the Duplicates page and review the duplicate records.

  9. Refer to this article to see how to review and merge accounts on Duplicates page.

  10. Click on ‘Save’ to save the changes after reviewing Duplicate page settings.

  11. Now, ‘Save’ and ‘Publish’ the workflow.

In this way, you’ll get notifications before accounts are merged to allow you to review duplicates and merge them manually.

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