August 27, 2013

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.

Example:

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.


Output:


Cheers!!!

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