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"
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"
Tip! Don't forget to switch back into your lighting view.
