Salesforce

How to merge duplicate students

« Go Back
Information
If you have accidentally duplicated a student, you can merge their profiles, which moves all test events for the selected profiles into one master profile.
Merging student profiles requires the Data Administrator role. To merge student profiles, see the instructions here: Merge Student Test Data.


Which profile should be designated as the master profile

These questions will help determine which profile should be designated as the master profile:

  • Which student profile has the most correct information?
    • You will make this profile the master profile.
  • Do the terms that appear match the term of the other profile or profiles?
    • Add the missing terms to the master profile using the Add Term button.  Complete any attributes marked with a red R so that the students test will appear on reports. 

Note: Terms, classes, and other reporting attributes can be added to this profile as needed before or after you merge profiles. If the master profile already has all the correct term data, no further action is needed after merging.
 

Bulk merge

It is not possible to merge profiles in bulk.  Importing another roster will not correct the duplicate profiles.
 

Suspended tests

Student profiles with suspended tests cannot be merged. The suspended test must be resumed and completed or terminated before you can merge the profiles. See How to find suspended tests or students who have not yet tested. You can merge the student profiles immediately after the test is either completed or terminated.

 
Active test sessions

If one of the student profiles is in an active test session, the profiles cannot be merged. Remove the student from the active test session to complete the merge.
System Information
How to merge duplicate students
Merging-a-Duplicate-Student-1405101344191

Powered by