Why do I have more than one Salesforce account?

For some customers, we therefore have more than one account in our accounting software, because they have bought in more than one currency. These accounts are exact clones in every way except the currency. All these accounts must also be duplicated in SalesForce, to allow the integration to work.

Is there a way to clone a Salesforce account?

It would be great if Salesforce can create a standard button to clone account and options to select which related records should clone. Flag Ranga Wickramadara- 1 year ago I cant see any recent updates from Salesforce here. Flag Dean Bakeris- 1 year ago Totally agree with the need to clone an account.

Can a dupe be cloned in sales cloud?

Now that dupe management is “native” to Sales Cloud, make the setup such that allowing clone will trigger an message if the account appears to be a duplicate but give us the clone function! Flag

How to export your contacts from Salesforce CRM?

In this article, you’ll learn how to export your contacts from your Salesforce CRM. This opens in a new window. 1. Click on the Reports 2. Select New Report 3. On the Accounts & Contacts submenu select Contacts & Accounts. 4. Once selected, click Create. 5.

How many records can I export from Salesforce?

Salesforce Data Export Limits Using Ascendix Search app, you can export up to 50,000 records in a single action. Admins can set the maximum number of records a user can export or disable this function. Salesforce data export limits in Ascendix Search

How can I get data from Salesforce to excel?

To get data from Salesforce to Excel through Excel original interface is a perfect solution for users of Microsoft Office Professional Edition. Unlike data loaders, in this case the data are displayed directly in the Excel UI, you do not need to use intermediate CSV files.