How To Merge Duplicate Accounts In Salesforce
- Log In to Salesforce: Access your Salesforce account with your credentials.
- Go to Accounts: Click on the "Accounts" tab in the main navigation menu.
- Find Duplicates: Use the "Find Duplicates" button to search for duplicate accounts.
- Select Accounts: Choose the duplicate accounts you want to merge.
- Click Merge: Hit the "Merge" button to start the merging process.
- Choose Master Record: Select which account will be the primary one after merging.
- Review Information: Check the details of both accounts to ensure accuracy.
- Confirm Merge: Click "Merge" to finalize the process.
- Check Merged Account: Review the merged account to ensure all data is correct.
