Merge Accounts in Salesforce
A common reason for wanting to merge accounts in Salesforce is when you have duplicated data in your customer relationship management platform. This can become problematic, but there are ways to clean up your platform so that you can enhance the performance of Salesforce.
We are also sure that you want to keep you data accurate, consistent, and reliable for all the employees in your organization. Merging your duplicated Salesforce accounts will make sure that everyone views and has access to the most accurate and current data.
Join us in the below article to learn how to merge accounts in Salesforce effortlessly.
Salesforce Merge Accounts
To clean up your CRM platform, you can merge accounts in Salesforce. To do this, follow the general steps outlined below for Salesforce Lightning.
Before you start merging your accounts in Salesforce, you have to have either an Essentials, Professional, Enterprise, Performance, Unlimited, or Developer edition. You will also need permissions to view and merge accounts.
Alright, let’s get started on merging accounts in Salesforce Lightning!
It’s important to note that in Salesforce you can easily merge your business and person accounts separately, but they can’t be merged together.
We hope this general guide helps. However, please note that Salesforce has regular updates so check out their website for the latest information if you need extra help.
Frequently Asked Questions
Can I merge two accounts on Salesforce?
Yes, you can! In Salesforce Classic, you can merge accounts by navigating to Accounts and then Tools. Next, you need to click on Merge Accounts.
You can merge up to three accounts in Salesforce Lightning. Follow the guide in our article to find out how.
What permission is needed to merge accounts in Salesforce?
If you want to merge Salesforce accounts because you have duplicated data, you first need permission to view and merge accounts. Also remember that you can only merge accounts in Essentials, Professional, Enterprise, Performance, Unlimited, or Developer editions.
Is it possible to merge Apex accounts?
You can use Apex to merge accounts when you have duplicated data in Salesforce. It’s a good automation method for cleaning up your lead, contact, case, and account records. With Apex you can merge three Salesforce records into one and delete the others if they are the same sObject type. It also reparents related records for you conveniently!
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