How To Merge Accounts In Salesforce
- Log In: Access your Salesforce account.
- Navigate to Accounts: Click on the "Accounts" tab in the main menu.
- Find Duplicate Accounts: Use the search bar to locate the accounts you want to merge.
- Select Accounts: Check the boxes next to the accounts you wish to merge.
- Click Merge: Hit the "Merge Accounts" button that appears.
- Choose Master Account: Select which account will be the primary one.
- Review Information: Check the details of both accounts to ensure accuracy.
- Confirm Merge: Click the "Merge" button to finalize the process.
- Check Results: Verify that the accounts have been successfully merged.
