Company has lots of duplicate accounts in Salesforce and
want to merge the duplicates.
Accounts Object > Tools > Merge Accounts
Enter the Account Name and click Find Accounts. When you
click find accounts a list of accounts are displayed below. Select the accounts
which you want to merge and next.
Note: Before merging any accounts in salesforce always take
backup using export data or data loader.
Two accounts to be merged are displayed in columns side by
side. Select the values that you want retain in the merged record. Highlighted
rows indicate fields that contain conflicting data. The Master Record selected
will retain read-only and hidden field values. The oldest Created By date and
user will be retained in the merged record.
Note: All related records including any notes, attachments, and activities will be associated with the new merged record.
Click Merge to merge both the accounts and the two accounts
are merged.
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