Account - Contact Association Corrector

Overview

This enhanced guide will walk you through the efficient use of the Account-Contact Association Corrector feature within PowerRouter. This tool is crucial for maintaining accurate relationships between accounts and contacts in your Salesforce database by aligning them based on their shared domain.

Functional Explanation

The Account-Contact Association Corrector performs the following actions:

• Scans Database: It scans your database to identify and collect accounts and their related contacts sharing the same domain.
• Organized Information: The collected data is then organized by domain, allowing you to easily see the various accounts and contacts associated with each domain.
• Interactive User Interface (UI): The UI offers intuitive actions, enabling you to accurately transfer contacts to their appropriate accounts.

Step-by-Step Guide

To utilize this feature effectively, follow these steps:

1. Navigate to Match: On the PowerRouter dashboard, click on the 'Match' option located in the left menu bar.
   
   
2. Access Duplicates Section: Inside the 'Match' section, select the 'Duplicates' tab from the top navigation bar.
   
   
3. Initiate Process: Click on the 'Get Started' button to initiate the process of locating accounts and contacts with the same domains.
   
   
4. Review Domain List: A list displaying various account domains will appear. Clicking on a domain name will expand the list to show you the contacts and accounts linked to that particular domain.
   
   
5. Re-assign Contacts:
   a. Select one or multiple contacts that require re-association.
   b. Click on the desired account to which these contacts should be transferred.
   
   
6. Confirm Movement: After making your selections, click on the 'Move' button to finalize the re-association.
   
   
7. Completion: Post-movement, the adjusted records will no longer appear in the duplicates section, indicating a successful re-association.

Additional Notes

• Verification: It's recommended to verify the changes in your Salesforce CRM to ensure accuracy.
• Regular Checks: Regularly using this feature can significantly reduce data inconsistencies in your CRM.
• Support: If you encounter any issues or need further assistance, don't hesitate to reach out to our support team.