Loading
Salesforce now sends email only from verified domains. Read More
Market to Your Customers with Account Engagement
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Merge Prospects

            You are here:

            1. Salesforce Help
            2. Docs
            3. Marketing Cloud Account Engagement

            Merge Prospects

            Duplicate prospects sometimes end up in your database. You can merge up to three prospects at once and select one to be the primary. When merged, the activities of the merged prospects are aggregated, and Account Engagement recalculates the primary prospect’s score. Non-primary prospects are permanently deleted and don’t go to the recycle bin.

            Required Editions

            Available in: All Account Engagement Editions
            User Permissions Needed
            To merge prospects not assigned to yourself: Account Engagement Administrator, Marketing, or Sales Manager role
            To merge prospects assigned to yourself: Account Engagement Sales role or higher
            1. Open the Prospects page.
            2. Select the prospects you want to merge (1).
            3. From the dropdown, select Merge (2), and click Go (3).
              The prospect screen and dropdown
            4. Select a primary prospect by choosing an email field.
            5. Select field values for the primary prospect.
            6. Merge the prospects.
             
            Loading
            Salesforce Help | Article