How To Merge Duplicate Accounts in Salesforce

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The merge function currently only works on the classic view. Here is a step-by-step tutorial to merge duplicate accounts in Salesforce:

1. Head over to the profile icon on the top right.
2. And click on Switch to Salesforce Classic.
3. Find Accounts in the menu bar at the top.
4. Find Merge Accounts under the Tools column.
5. Search for the duplicate accounts you want to merge and click on the Find Accounts button.
6. You see both the duplicated accounts appear in the search results.
7. Make sure the checkboxes next to both the duplicate accounts are checked.
8. Hit Next.
9. Finally, hit the Merge button to merge both duplicate accounts.