Account Merge for duplicate HCP and HCO records
Key Takeaway
Choose the merge method by the job. The Account Merge quick action merges two accounts, the Merge Account batch job processes Merge Request records, and the Connect APIs merge in real time. If successful merges must be committed even when others in the same request fail, use the non-atomic Merge Customer Accounts With Status API.
Account Merge in Life Sciences Cloud combines duplicate account records into one unified record. For example, it can combine two records for the same provider or organization. Everyone then works from a single, accurate view of customer data. The merge also moves the duplicate's related data, such as specialties, affiliations, territory data and consents, to the record that remains.
What happens in a merge
A merge always has a winner and a loser. The Consolidated Account remains, and the Merged Account is removed. During the merge, Salesforce evaluates the related records on both accounts. Salesforce then realigns the Merged Account's child records, transactions and other account references to the Consolidated Account, so the duplicate's history is carried over rather than lost.
The realigned related records include records on these objects:
- Provider data:
HealthcareProvider,HealthcareProviderNpi,HealthcareProviderSpecialty,BusinessLicense,ProviderAffiliation,ProviderAcctProductInfo - Territory data:
ProviderAcctTerritoryInfo,PrvdAccountTerritorySummary - Contact points:
ContactPointEmail,ContactPointPhone,ContactPointAddress,ContactPointSocial - Consent data:
CommSubscriptionConsent,CommSubConsentCmplSnpsht
Salesforce doesn't blindly copy related records. Each evaluated record has a unique key combination. If a record on the Merged Account matches a record on the Consolidated Account by that key, Salesforce treats it as a duplicate and doesn't realign it.
Dr. Lena Ortiz has two account records, and you keep the older one as the Consolidated Account. Both records have a ContactPointPhone record, and the two phone records match by their key. The Merged Account also has a ProviderAffiliation record with no matching record on the Consolidated Account. After the merge, the affiliation moves to the Consolidated Account. Salesforce treats the matching phone record as a duplicate, so it isn't realigned. The Merged Account is removed.