Video: How to Merge Accounts in Salesforce

In this video, we’ll discuss how to merge accounts in Salesforce. Merging accounts in Salesforce is an integral aspect of Salesforce when you have duplicate accounts or want to combine any two accounts for a particular reason.

To merge your accounts using Salesforce Classic follow these steps:

  1. Go to the Accounts Tab after clicking the “+” on the Salesforce Classic home screen.
    navigating to the accounts tab from the salesforce classic dashboard
  2. Once you’re on the Accounts page, select Merge Accounts on the bottom right of your screen.
    clicking on merge accounts in salesforce classic
  3. Then, select the accounts that you wish to merge. Once you’ve finished selecting the accounts, hit “Next”.
  4. Make sure everything looks good on the next page, and finish the process by clicking “Merge”.
    finishing up the process of merging accounts by selecting merge
  5. Finally, confirm the merge by selecting “OK”.
    finishing merging accounts by selecting ok

Conclusion

If you are currently using Salesforce Lightning, there isn’t an option to merge your accounts. You’ll need to switch it back to Salesforce classic. Once you’ve made it to the Salesforce classic home screen, navigate to the plus symbol. Navigate over to the accounts tab. Select ‘merge accounts’. From here, you can see an overview of all the reports your team has previously run. Type in the accounts you wish to merge. Select them. Hit ‘Next’. Then click Merge.

Merging your accounts in Salesforce Classic is simple and effortless when following these steps.

Salesforce Integrations: Enhance Your Workflow

Did you find this tutorial helpful? Streamline your Salesforce experience even further with a Salesforce payment processing integration. Explore how integrating Salesforce with tools like EBizCharge can enhance your workflow, automate processes, and boost productivity. Unlock the full potential of your Salesforce environment today!

Related Salesforce Videos

  • How to Create a Contact - Salesforce

    How to Create a Contact in Salesforce: 2 minute tutorial!

  • How to Merge Accounts - Salesforce

    How to Merge Accounts in Salesforce Quick!

  • How to Create a New Opportunity - Salesforce

    How to Create a New Opporunity in Salesforce: Made Simple!

  • How to Create a Dashboard - Salesforce

    How to Create a Dashboard in Salesforce Quickly

  • How to Create an Email Campaign - Salesforce

    How to Create an Email Campaign in Salesforce: Made Easy!

  • How to Find Your Organization ID - Salesforce

    How to Find Your Organization ID in Salesforce Instantly

  • How to Export to Excel - Salesforce

    How to Export a Report to Excel in Salesforce: Made Easy!

  • How to Create a Sales Report - Salesforce

    How to Create a Sales Report in Salesforce Easily

  • How to Create an Account - Salesforce

    How to Create an Account in Salesforce: Done Quickly!

Credit Card Processing Blog

Articles, guides, and more to help your business grow.

Articles, guides, and more to help your business grow.

Read Our Blog

Learning Center

Insightful information on aspects of the payment industry,

Insightful information on aspects of the payment industry,

Explore our Knowledge Base

No risk. No better time to
get started.

No risk. No better time to get started.

No hidden fees | $0 support costs | $0 cancellation costs