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Account Merge
Merge duplicate accounts to create a single, accurate view of customer data. Doing this brings consistency, and improves business decisions and customer satisfaction.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
When you merge accounts, the account records are consolidated into one unified record. The account that remains is the Consolidated Account (also called the winner account), and the account that's removed is the Merged Account (also called the loser account). All associated child records, transactions, and other account references from the Merged Account are realigned to the Consolidated Account. With a quick action, you can merge two accounts from the account record page. To merge more than two accounts at once, use Connect APIs or batch jobs.
- Configure Manual Account Merge
Let your users manually merge two accounts by adding the Account Merge quick action to account record pages. First, create the Account Merge action, and then add it to the Account page layout. - Merge Multiple Accounts by Using Connect APIs
The Account Merge feature provides Connect APIs to merge customer accounts in real time. You can integrate these APIs with any Salesforce capability or an external application to automate your merge processes. - Merge Multiple Accounts by Using a Batch Job
Use the Merge Account batch job to efficiently merge multiple accounts at once. This job retrieves all merge request records in Requested status and merges the corresponding accounts. - Merge Two Accounts Manually
Combine two duplicate account records from the account record page. Select a consolidated (winner) account, choose which field values to keep from each record, and merge them into a single, unified record.

