How To Merge Duplicate Accounts in Salesforce

Quick summary

The Merge Duplicate Accounts feature in Salesforce Classic lets admins and sales ops teams consolidate redundant account records into a single, clean entry. This step-by-step process uses the built-in Merge Accounts wizard to find, select, and permanently merge duplicate records without data loss.

Steps

1. Head over to the profile icon on the top right of your Salesforce Lightning interface.
2. Click on Switch to Salesforce Classic from the dropdown menu.
3. Find Accounts in the menu bar at the top of the page.
4. Locate Merge Accounts under the Tools column on the Accounts page.
5. Search for the duplicate accounts you want to merge, then click the Find Accounts button.
6. Confirm the duplicate accounts appear in the search results and ensure the checkboxes next to both records are checked.
7. Click Next to proceed to the account details comparison screen.
8. Review the account details of both duplicate accounts displayed side by side.
9. Click the Merge button to permanently combine both duplicate accounts into one record.