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            Merge Two Accounts Manually

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            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.

            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.
            User Permissions Needed
            To merge accounts Life Sciences Commercial Admin permission set
            1. From the App Launcher, find and select Accounts.
            2. Select the account record you want to keep as the consolidated account.
            3. Under Quick Actions, select Account Merge.
            4. In the Merge Account window, search for and select the duplicate account to merge.
            5. If needed, select Retain merged account field values when consolidated account field values are blank, and click Next.
            6. On the Select Fields to Retain window, select the field values that you want to see in the consolidated account, and click Next.
            7. Click Confirm.
             
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