How to Merge Duplicate Accounts in SalesForce Lightning

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    Purpose

    The purpose of this article is to outline how to merge duplicate accounts in SalesForce from the Lightning interface.

    Pre-Requisites

    1. Navigate to Account with Duplicates
      Popup should appear when duplicate related list is visible

    2. Click “View Duplicates”
    3. Select Duplicates to Merge and click “Next”

    4. Select preferred data to keep from all duplicates, and click “Next”
    Field data that differs will be displayed in side-by-side grid

    4. Confirm by clicking “Merge”

    Last Updated On April 22, 2020
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