Diagnostic
Merge Person Account
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Move Membership
Move Account
Delete Record
Find Duplicates
Member Hub Accounts Merged
All Academy data from C. Lilly (#428103) was transferred to Carol Lilly (#416892) and the secondary account was deactivated. Continue with the Salesforce reconciliation below — both Contact IDs are pre-filled (003Dn00000X1yZQIAZ → 003Dn00000Y2aBRIAZ).
7
Courses
4
Completions
3
Assignments
Salesforce — Merge Person Account — Consolidate a duplicate Salesforce account into a surviving account. Every child record (memberships, transactions, relationships, orders, invoices) is reassigned to the survivor; the duplicate is then deactivated and marked. Operates on Salesforce records only — Craft data is untouched until the next sync or member login.
Accounts arrive pre-filled from the Craft merge tool's deep link or a Find Duplicates → Resolve action, or are selected by direct search below.
1. Select Salesforce Accounts to Merge
SURVIVING ACCOUNT
Keeps this record
Carol Lilly
Person Account · carol.lilly@iowaeda.com
001Dn00000A1bCdIAH
003Dn00000X1yZQIAZ
Person Account
Active
1 active
Oct 12, 2024
DUPLICATE ACCOUNT
Deactivated after merge
C. Lilly
Person Account · c.lilly@iowaeda.com
001Dn00000B2cDeIAH
003Dn00000Y2aBRIAZ
Person Account
Active
1 active
Jan 5, 2025
C. Lilly
001Dn00000B2cDeIAH
Carol Lilly
001Dn00000A1bCdIAH
2. Merge Preview
The following Salesforce records will be reassigned from C. Lilly to Carol Lilly:
| SALESFORCE OBJECT | RECORDS | ACTION |
|---|---|---|
| Memberships__c | 1 record | Repoint Account__c and Related_Account__c to survivor. |
| Membership_Transaction__c | 3 records | Follow parent membership to survivor. |
| AccountContactRelation | 1 relationship | Reassign to survivor's contact, preserving role and active state. |
| Order / Invoice / InvoiceLine | 2 orders, 2 invoices, 4 lines | Reassign commerce records to survivor. |
| Contact identifiers | Craft_User_Id__c, Craft_Site_Ids__c | Carry forward to survivor's contact where survivor's field is empty. |
Field conflicts: survivor's values win. Non-null values copy forward from the duplicate only where the survivor's field is empty. Overlapping memberships are surfaced for resolution before write.
3. Confirm Merge
This action cannot be undone.
All Salesforce child records will be reassigned to Carol Lilly and the duplicate C. Lilly (001Dn00000B2cDeIAH) will be deactivated and marked. Writes are batched all-or-none.