Merging and Managing Duplicate Accounts

Salesforce will automatically prompt a user if there are duplicate accounts in the system. A pop-up will show up at the top of the screen or in the “related” tab.

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Before a user merges accounts, make sure all of the following are true:

1. The user is the owner of all account relationships on both accounts (ignore if none are present in the screenshot below)

   1. You can check this by navigating to the “Data Sharing” tab on the right side of the record page
      
      

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2. The user is the account owner on both accounts

3. The accounts are truly duplicates. For example, some high schools are located at the same mailing address, and the system will recognize it as a duplicate, but they are not actually a duplicate account.

If the user considers the above, then it is time to merge accounts. Click “view duplicates” and follow the prompts.

How Are Duplicates Recognized?

• Address matches exactly

• Name of the account matches exactly

• Name of the account matches exactly and in the same program state

Salesforce Resources: