You are here:
Merge Duplicate Accounts in Lightning Experience
Merge duplicate accounts using Lightning Experience.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view business or person accounts: | Read on business or person accounts |
| To merge business or person accounts: | Delete on business or person accounts AND You must be a Salesforce admin, the account owner, or a user above the account owner in the role hierarchy |
Note If duplicate accounts aren’t getting flagged, see “Standard Account Matching Rule” in Salesforce Help to learn how Salesforce identifies duplicate records. Work with your Salesforce admin to fine-tune your matching rules if necessary.
-
Choose an account record. A message tells you if duplicates exist for that record. To see
them, click View Duplicates.
-
Choose up to three account records to merge. Click Next.
You can merge business accounts or person accounts. Business and person accounts can’t be merged with each other. -
Choose one account record as the principal, and choose the field values that you want to keep. Click Next.Note When accounts containing brands are merged, the brand associated with the master account will be retained. Brands associated with non-master accounts will be moved to the Recycle Bin, even if there is no brand associated with the master account.
-
Confirm your choices and merge.
Did this article solve your issue?
Let us know so we can improve!
