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