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Mar 01, 2014 at 06:34 PM

Account Merge


Hi Experts....

I have one Requirement Regarding the Account merge.

Client Is having 2 duplicate accounts like A and B. Assume that A is the master Account and B is the source Account, when the client merge these A and B Accounts, Immediately whet ever we have the information we have in B account it Should come to A Account and B Account needs to be deleted or archive, and if we have any Opportunities Information In B Account that Opportunities Information Should come to A.

Please help me what steps i need to follow on this, ?? is there any CRM Technical Developer required for this?

Please help me as early as possible.