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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Once a Salesforce account merge completes, native recovery options are extremely limited. The losing account’s custom field data is permanently deleted and can’t be recovered through standard features or the Recycle Bin.
Here’s what you can do if you have historical data exports, plus how to build a system that makes future recovery unnecessary.
Recover data using historical exports and prevent future losses with Coefficient
Coefficient can help in two scenarios: reconstructing lost data from existing backups and building automated systems that prevent data loss from happening again. The key is having historical snapshots of your account data.
How to make it work
Step 1. Search existing exports for pre-merge account data.
If you have previous Salesforce exports or snapshots, locate the version containing the lost account data. Look for Coefficient snapshots, CSV exports, or any spreadsheet backups that captured the account before the merge occurred.
Step 2. Create a recovery mapping sheet with historical data.
Build a “Merge Recovery” sheet that maps the old Account ID to the current master record. Use VLOOKUP or INDEX/MATCH formulas to pull historical custom field values from your backup data and match them to the correct merged account.
Step 3. Export recovered data back to Salesforce.
Use Coefficient’s Update action to push recovered custom field values back to the master account. Create a mapping configuration that matches your historical data columns to the appropriate Salesforce fields, then execute the export to restore the lost information.
Step 4. Build automated pre-merge backup systems.
Set up scheduled Coefficient imports of all Accounts with custom fields. Configure daily snapshots to preserve historical data and enable “Append New Data” to track changes over time, ensuring you never face this recovery challenge again.
Step 5. Create emergency recovery workflows for future use.
Document your recovery process: import current account data, reference historical snapshots for lost values, create update mapping with Record IDs, and export updates back to Salesforce. This creates a repeatable process for any future data loss scenarios.
Build bulletproof data protection
While true recovery after merge completion requires prior backups, you can build comprehensive data preservation systems that make recovery unnecessary. Ready to protect your Salesforce data? Start building your backup system today.
