Merge duplicate Account records

Identify the duplicate account records

Identify the duplicate account records

Update the name on one of the records to match

Update the name on one of the records to match

Go to the Accounts tab

Go to the Accounts tab

Click on "Merge Accounts" under the "Tools" section

Click on "Merge Accounts" under the "Tools" section

Search for the records you want to merge

Search for the records you want to merge

Select master record and data

Select master record and data

The master record is generally the record that was created first - it is most likely to have the most data and be linked to other records in Salesforce. You can select any data from the duplicate record that should replace/update data in the original record.

Confirm the record merge

Confirm the record merge

Once you click "OK," you will be taken back to the Accounts tab.