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Salesforce merge operations permanently delete loser account data without any native backup capabilities. Building automated backup workflows ensures you never lose valuable custom field data, relationship history, or unique identifiers during account consolidation.
Here’s how to create a comprehensive automated backup system that captures all loser account data before any merge operation begins.
Build automated loser account backups using Coefficient
Coefficient excels at creating automated backup workflows that run without manual intervention. This system captures all account data, creates historical snapshots, and provides complete audit trails for every merge operation.
How to make it work
Step 1. Configure automated imports with dynamic filtering.
Set up a Salesforce import using “From Objects & Fields” for the Account object. Select all standard and custom fields, then add dynamic filters using cell references to target accounts flagged for merging. Include a filter for “LastModifiedDate = TODAY” to capture recent changes automatically.
Step 2. Schedule multi-layered backup automation.
Create daily backups that run every morning at 6 AM, plus hourly refreshes during active merge periods. For critical accounts, set up real-time monitoring with 1-hour refresh intervals to ensure no data changes are missed before merge execution.
Step 3. Set up intelligent snapshot retention.
Configure Coefficient’s Snapshot feature to capture entire backup sheets daily at 5 AM. Set retention to keep 30 snapshots with timestamps and descriptive naming like “Account_Backup_[DATE]”. This creates a rolling 30-day history of all account data.
Step 4. Build a merge queue monitoring system.
Create a “Merge Queue” sheet that automatically identifies accounts scheduled for merging. Use formulas to flag high-risk accounts and conditional formatting to highlight accounts missing backup data. Set up email alerts when new merge candidates are detected.
Step 5. Enable append-only audit trails.
Turn on “Append New Data” on a dedicated audit sheet to automatically capture Account IDs from both winner and loser accounts, all custom field values, merge dates, and “Written by Coefficient At” timestamps. This creates a permanent, searchable log of all merge operations.
Never lose merge data again
This automated system ensures complete data preservation during merge operations without manual intervention, providing comprehensive audit trails and recovery capabilities. Ready to automate your backup process? Build your automated backup system now.
