Salesforce - How to merge accounts | Scribe

    Salesforce - How to merge accounts

    • Leni Vasquez |
    • 8 steps |
    • 26 seconds
    1
    Navigate to your salesforce account
    2
    Click on your profile icon (top right) Click "Switch to Salesforce Classic"
    3
    Click "Accounts"
    4
    Click "Merge Accounts"
    5
    Click this text field. Add account name Click "Find Accounts"
    Click this text field.
Add account name
Click "Find Accounts"
    6
    Select the accounts you want to merge. Click "Next"
    7
    Choose what you'd like to keep as the main records for the accounts.
    8
    Once complete click "Merge"
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    Tip! Don't forget to switch back into your lighting view.