You can manually merge accounts in Salesforce Lightning by following these steps:
- Navigate to the Accounts Tab: From the Salesforce Lightning homepage, click on the "Accounts" tab.
- Select Accounts to Merge: Locate the accounts you want to merge and select them. You can select multiple accounts by holding down the "Ctrl" key (Windows) or "Command" key (Mac) while clicking.
- Merge Accounts: Once selected, click on the "Merge" button.
- Choose the Master Account: Select the account you want to keep as the master account. This account will retain all the data from the other merged accounts.
- Review Merge Fields: Carefully review the fields that will be merged. Salesforce will show you a preview of how the data will be combined. You can edit the fields if needed.
- Confirm Merge: Once you are satisfied with the merge preview, click on the "Merge" button to complete the process.
Important Notes:
- Salesforce will automatically merge related records, such as contacts, opportunities, and cases, with the master account.
- You can choose to keep or delete duplicate records from the merged accounts.
- You can also use the "Merge Records" tool to merge other types of records, such as contacts, leads, and opportunities.
Practical Insights:
- Before merging accounts, ensure you have a clear understanding of the data you want to keep and how it will be combined.
- Consider the impact of merging accounts on related records and make sure you are comfortable with the results.
- It's a good practice to back up your data before merging accounts, just in case you need to revert the changes.
Example:
Let's say you have two accounts for the same company, one with the name "Acme Corp" and another with the name "Acme Corporation". You can use the "Merge Accounts" feature to combine these two accounts into one, keeping the name "Acme Corporation" as the master account.
