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Salesforce - How to merge accounts
Created by Leni from Scribe
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9 steps
scribe2022.lightning.force.com
+
scribe2022.my.salesforce.com
1
Navigate to your salesforce account
2
Click on your profile icon (top right) Click "Switch to Salesforce Classic"
Zoom Saved
3
Click "Accounts"
Zoom Saved
4
Click "Merge Accounts"
Zoom Saved
5
Click this text field. Add account name Click "Find Accounts"
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