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Customer experience | Sales, Customer Insights,...
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Merging accounts acting strangely

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Posted on by 25

Hi,

I am trying to merge two accounts from Advanced find window. I get the data merge form, with the normal warning about how the subordinate record will be deactivated etc. After I click "OK", I get a new pop-up about how the merge is going to be run asynchronously in the background. I click OK to that, and...nothing happens. No merge, no deactivation, no error message, no contacts etc transferring from subservient account to master account. Nothing in 3 hours. Is there a problem, and if so, where could it be?

br,

TN

I have the same question (0)
  • Thijs van der Klei Profile Picture
    780 on at

    Hi Teppo,

    Could you please check the system jobs? It should display this record:

    pastedimage1598965620075v1.png

    If you open the record, you will see:

    pastedimage1598965709045v2.png

    Kind regards, 

    Thijs van der Klei

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Could you please verify system jobs under settings to check the status of the merge operation.

    Since this is an async operation status will not be available on UI, you need to check system jobs to check the status.

    Please mark my answer verified if i were helpful

  • Suggested answer
    Teppo Nieminen Profile Picture
    25 on at

    Thank you for the pointer! Merge had failed because of tangled child/parent account relationships.

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