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Find Who Merged Accounts with an 'Account History' Report

Fecha de publicación: Jun 10, 2026
Descripción

When an Account is merged in Salesforce, the merge action is recorded in the Account History if Field History Tracking is enabled for the Account object. This article explains how to create an Account History report to identify who performed the merge and when

Solución

Steps to Create an Account History Report to Find Who Merged Accounts

To find who merged an account, follow these steps to build a filtered Account History report. This requires Field History Tracking to be enabled on the Account object.

If you have the history tracking enabled for the standard object Account on your organization, you will be able to see who merged an account following the steps below:

  1. Create a new report using the "Account History" report type
  2. Add the filter: Field/Event equals Account Merged
  3. Select edit date equals the date when the account was merged
  4. Include the "Edited by" field, that will show you the name of the user that performed the merging


Note:

This information is also reflected in the Related List of Account History if the Field History Tracking is enabled on Account object. The related list will give the information as to who merged the account with the date and time.

Número del artículo de conocimiento

000386236

 
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Salesforce Help | Article