I have multiple accounts of clients that I want to merge into one account that is like a database. Im not trying to merge duplicated accounts but accounts that where made and then put them into one account that I named 'database.' How could I do this
Thank you!
1 answer
Hi Flavia,
Salesforce has built in tools for merging Accounts.
https://help.salesforce.com/articleView?id=account_merge_classic.htm&type=0&language=en_US
Hope that helps.
--Derhyk
