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Niklas Sluijter

12.6.2019

How to Merge Accounts in Salesforce

At some point in time you’re bound to run into duplicate records in your CRM. While they might seem harmless, duplicate data has significant impact on business performance.

Prevention is the best cure, and with tools like Zero Keyboard you can make sure your teams avoid duplicates in the first place. But let’s see what we can do about your duplicate accounts in Salesforce!

How to Merge Accounts in Salesforce Lightning

  1. Open an Account record and click View Duplicates.

  2. Tick all accounts you want to merge (max. 3 accounts) and click Next.
  3. Click Use as master on the account you want to keep.
  4. Select the values you want to keep from the duplicate accounts and click Next.

  5. Confirm the merge by clicking Merge Accounts.

How to Merge Accounts in Salesforce Classic

  1. Click Merge Accounts in the Tools section of the Accounts tab.
    Merge Accounts in Salesforce Classic Account Tab
  2. Enter your account search and click Find Accounts.
    Search for duplicate accounts in Salesforce Classic
  3. Select all the accounts you want to merge (max. 3 accounts at a time) and click Next.
  4. Select the account you wish to keep as the Master.
    Select Master Record
  5. Select all fields you wish to keep from each duplicate. Conflicting values are highlighted.
    Select fields which you with to merge and keep
  6. Click Merge.
    Merge button in Salesforce Classic

All done! The selected accounts will now have merged into the Master Account you specified,

If you need to merge more than 3 records, either repeat the process or use a specialized app from the Salesforce AppExchange.

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Zero Keyboard makes data entry into Salesforce fast and easy. It lets users log calls, create leads, scan business cards, collect information, manage tasks, calendar events, and more on the go, even offline, without typing. Zero Keyboard is the perfect companion for Salesforce users. The company has offices in Helsinki and Chicago.

Zero Keyboard Ltd.
+358 50 366 6421‬
Unioninkatu 45 A 124
00170 Helsinki
Finland

Zero Keyboard Inc.
+1 617 874 0000
222 W. Merchandise Mart Plaza, Suite 1212
Chicago, IL 60654
USA

Copyright ©2019 Zero Keyboard. All rights reserved.
Terms of Service and Privacy Policy.

Zero Keyboard makes data entry into Salesforce fast and easy. It lets users log calls, create leads, scan business cards, collect information, manage tasks, calendar events, and more on the go, even offline, without typing. Zero Keyboard is the perfect companion for Salesforce users. The company has offices in Helsinki and Chicago.

Zero Keyboard Ltd.
+358 50 366 6421
Unioninkatu 45 A 124
00170 Helsinki
Finland

Zero Keyboard Inc.
+1 617 874 0000
222 W. Merchandise Mart Plaza, Suite 1212
Chicago, IL 60654
USA

Copyright ©2019 Zero Keyboard. All rights reserved. Terms of Service and Privacy Policy.
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