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How to merge duplicate accounts in Salesforce

Here is how to merge duplicate accounts in salesforce

  1. First click on your profile icon in the top-right corner of the header
  2. Then click on "Switch to Salesforce Classic" option in the profile dropdown menu
  3. Next click on "Accounts" tab in the top navigation menu
  4. Then click on "Merge Accounts" link in the Tools section
  5. Click in the search textbox to begin entering account name
  6. Next click on "Find Accounts" button after entering search term
  7. Then select the checkboxes next to the accounts you want to merge
  8. Click the "Next" button to proceed with the merge
  9. Finally click the "Merge" button to complete merging the selected accounts

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Why should you merge duplicate accounts in Salesforce

Salesforce is a powerful customer relationship management platform designed to streamline business processes and boost customer engagement.

One of the critical features of Salesforce is its ability to merge duplicate accounts easily. This functionality ensures your databases remain clean and organized, removing unnecessary clutter and redundancy. By consolidating relevant information into a singular, comprehensive account, businesses preserve data integrity while enhancing reporting accuracy and customer relationship management.

Ultimately, the feature not only saves time but also maintains consistency across your organizational operations, improving overall efficiency in managing client interactions.

Last update
February 24, 2026
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