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how to merge accounts in salesforce

5 steps
1

Log into Salesforce

Open your web browser and navigate to the Salesforce login page. Enter your username and password, then click **Log In**.

2

Access the Accounts Tab

Once logged in, click on the **Accounts** tab located in the main navigation bar. If you don’t see it, click on the **App Launcher** (grid icon) and search for 'Accounts'.

3

Select Accounts to Merge

In the Accounts tab, click on **Merge Accounts**. Enter the names of the accounts you want to merge in the search box and click **Search**.

4

Choose the Primary Account

From the search results, select the checkbox next to the accounts you want to merge. Choose one account as the **Master Record** by clicking on the radio button next to it.

5

Complete the Merge

Review the details of the accounts being merged. Click on **Next** to proceed, confirm your choices, and then click **Merge** to finalize the process. You will see a confirmation message indicating that the merge is complete.

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