Salesforce - Merge Accounts
- George Apostolov
Salesforce - Merge Accounts: step-by-step guide
Head over to the profile icon on the top right.
And click on Switch to Salesforce Classic.
Find Accounts in the menu bar on top.
Find Merge Accounts under the Tools column.
Search for the accounts you want to merge and click on the Find Accounts button.
Make sure the checkboxes next to the accounts are checked.
Hit Next.
You will see the account details of both accounts you selected on the next screen.
Hit the Merge button to merge both the accounts.
Quick answer: To merge accounts in Salesforce, switch to Salesforce Classic via the profile icon. Locate Accounts in the top menu bar, select Merge Accounts under Tools, search for the accounts, and click Find Accounts. Check the boxes next to the target accounts, click Next, review the details, and hit Merge.
About this Salesforce tutorial
Combine duplicate records easily in Salesforce by switching to Classic view, selecting Merge Accounts from the tools menu, and confirming the merge. This guide covers salesforce - Merge Accounts in 9 steps, starting with "Head over to the profile icon on the top right" and finishing with "Hit the Merge button to merge both the accounts". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - Merge Accounts take?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - Merge Cases, Salesforce - How to Merge Contacts in Salesforce and Salesforce - Merge Duplicate Accounts. Last reviewed 05 Oct 2026.
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