Merging in Salesforce

Merge used to avoid duplicate records.

Merging is available only for the below Objects
  1. Accounts
  2. Contacts
  3. Leads
Merging cannot be undone.


1. Go to Account tab and click "Merge Accounts" under Tools.

2. Click "Find Accounts" button.

3. Select the records to merge.

4. Click "Merge" button after selecting the details.



1 comment:

  1. How to merge 2 leads but its lead source should be append from master deleted/merged record to the child record.

    for. e.g. if there are 2 leads with same data but only the lead source is different, i want to merge both the leads but the lead source should not be deleted, it should either append to any one of the record or else to some other field on other record.

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