Salesforce - Merge Duplicate Accounts
- George Apostolov
Salesforce - Merge Duplicate 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 duplicate accounts you want to merge and click on the Find Accounts button.
You see the duplicated accounts appear in the search results. Make sure the checkboxes next to both the duplicate accounts are checked.
Hit Next.
You will see the account details of both the duplicate accounts you selected.
Finally, hit the Merge button to merge both duplicate accounts.
Quick answer: To merge duplicate accounts in Salesforce Classic, switch from your profile icon, open Accounts from the menu bar, and select Merge Accounts under Tools. Search for the duplicates, check the boxes in the search results, click Next, review the account details, and hit the Merge button.
About this Salesforce tutorial
Combine duplicate records in Salesforce Classic by navigating to Accounts, selecting Merge Accounts, and confirming the selected records. This guide covers salesforce - Merge Duplicate Accounts in 9 steps, starting with "Head over to the profile icon on the top right" and finishing with "Finally, hit the Merge button to merge both duplicate 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 Duplicate 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 Leads, Salesforce - How to Refresh a Salesforce Sandbox and Salesforce - how to reset salesforce authenticator. Last reviewed 05 Oct 2026.
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