How to Merge Accounts in Salesforce Quick!

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  • Опубликовано: 9 сен 2024

Комментарии • 6

  • @aileenjusties5350
    @aileenjusties5350 Год назад +1

    I am a bit confused, as you can easily merge Account in SFDC lightning, by just adjust the Account names to the exact same name/spelling. A message at the record will tell you then, that a duplicates exist for that record and by clicking "view Duplicates" you wil be able to merge up to 3 accounts.

    • @jenniferbessinger5656
      @jenniferbessinger5656 Год назад +1

      That's how it is supposed to work, but I made the account names and Salesforce Lightening is still saying no duplicates for this account exist.

  • @ParthKansara-qv2hl
    @ParthKansara-qv2hl 4 месяца назад

    Any idea, Why this feature is not available in Lightning ?

  • @deepureddy1685
    @deepureddy1685 Год назад +1

    How to remove merged accounts in the Salesforce

  • @vidyadeshmukh4606
    @vidyadeshmukh4606 Год назад

    How do I select two accounts if 2nd account is on next page?

  • @Lakshmi.23
    @Lakshmi.23 Год назад

    How to remove merged account in saleforce