How to Merge Accounts in Salesforce : Bijay Kumar

August 13, 2025 August 13, 2025

How to Merge Accounts in Salesforce
by: Bijay Kumar
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### Summary of Merging Accounts in Salesforce In a company using Salesforce CRM, it was discovered that many duplicate customer accounts existed due to different users entering similar information without checking for existing records. To resolve this issue, the process of merging duplicate accounts was initiated to keep customer data organized and accurate. #### Key Steps to Merge Accounts in Salesforce: 1. **Enable Merge Accounts Feature**: - Ensure that the Merge Accounts feature is activated in Salesforce. - Users need permissions to delete, edit, and read account records, along with having matching and duplicate rules set up. 2. **Merging Accounts**: - Open an account record to check for duplicates. - Click the "View Duplicate" button if duplicates are found. - Select the accounts you want to merge. - Choose which field values to keep in the final merged account. - Confirm the merge by checking the details and clicking the "Merge" button. 3. **Identifying Duplicate Accounts**: - To find duplicates without opening each account, navigate to the **Duplicate Record Sets** tab. - Create a new Duplicate Record Set to group possible duplicates for easy review. #### Conclusion By following these steps, users can efficiently merge duplicate accounts in Salesforce, ensuring that customer data remains clean and manageable. ### Additional Information - Keeping customer data organized is crucial for effective business management. - Regularly reviewing and merging duplicate accounts can improve customer relationship management and streamline operations. ### Relevant Hashtags for SEO #Salesforce #CRM #DataManagement #DuplicateAccounts #MergeAccounts #SalesforceTips #CustomerData #SalesforceCRM #BusinessEfficiency #DataCleaning

I was working in a company that used Salesforce CRM to manage its business. Recently, we discovered that multiple duplicate accounts exist for the same customers, as different users entered similar accounts without checking whether they already existed.

To fix this, I decided to merge duplicate accounts in Salesforce to keep all customer information clean and consolidated under a single account record.

In this article, we will learn about how to merge accounts in Salesforce. In this, I will explain how to enable the merge account feature and how to merge duplicate accounts into a single one.

Enable Merge Accounts in Salesforce

Before merging accounts, we need to make sure the Merge Accounts feature is turned on in Salesforce. If this feature is not enabled, let’s enable it first.

To merge the records in Salesforce, the user must have the following permissions:

Delete and Edit permissions on the Account object.
Read access to the accounts involved.

Next, you should have a matching and duplicate rule on the object, so that Salesforce will find duplicate records according to the defined matching fields criteria and identify duplicate records.

Duplicate and Matching Rules in Salesforce

Merge Accounts in Salesforce

Now, let’s understand how to merge accounts in Salesforce. In the image below, you can see I have opened one account record, and there we don’t have any duplicate accounts.

Now, as I open another account record, you can see that we have one record that is a duplicate of this account. Now, to merge this account with another, click the View Duplicate button.

Next, we select the accounts to merge and then click the Next button to proceed.

Now, we need to select the field values to keep in the merged account. From the selected accounts, we can choose one value for each field, and that value will be saved in the final account after merging.

After that, click the Next button.

how to merge accounts in salesforce lightning

Then you will see the Confirm Merge window. This window shows the final details you have chosen for the merged account. Check everything carefully, and if it looks correct, click Merge to combine the accounts into one.

In this way, we can merge duplicate accounts into a single account, keep the correct information, and make our Salesforce data clean and easy to manage.

Now, to check which accounts are duplicates, we need to open the account record. There, we can see if Salesforce has found any possible duplicate accounts for it.

To view all duplicate records without opening each account, we can go to the Duplicate Record Sets tab in Salesforce.

This tab shows all groups of records that Salesforce has marked as possible duplicates.

Open App Launcher -> Click on View All and then search for Duplicate Record Sets.

How to merge accounts in salesforce lightning with same account name

On the Duplicate Record Sets, click the New button.

Select the Standard_Account_Duplicate_Rule and click on the Save button. A Duplicate Record Set in Salesforce is a collection of records that Salesforce identifies as possible duplicates.

When Salesforce runs Duplicate Rules and Matching Rules, it identifies records (such as accounts, contacts, or leads) that are very similar or share the same field information (like email, phone number, or name).

These similar records are grouped in a Duplicate Record Set, allowing us to easily review them and decide whether to merge or keep them separate.

How to Link Accounts in Salesforce, How to Merge Accounts in Salesforce

In Duplicate Record Sets, to merge the records, click the dropdown arrow next to the duplicate group and select View Duplicates.

Then, choose the records you want to merge and follow the same merge process as explained in the steps above.

Conclusion

I hope you have got an idea about how to find and merge duplicate accounts in Salesforce. By using the merge feature, choosing the correct field values, and checking duplicate record sets, we can keep our data clean and accurate.

Salesforce Reader

How to Merge Accounts in Salesforce : Bijay Kumar

Enable Merge Accounts in Salesforce

Merge Accounts in Salesforce

Conclusion

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