Merge Accounts Salesforce? || iVServe

Enzoalexander09 Jun, 2023Business

Salesforce is a powerful customer relationship management (CRM) platform that helps businesses streamline their sales, marketing, and customer service processes. One essential task in managing Salesforce is merging duplicate accounts. Duplicate accounts can arise due to data entry errors, system migrations, or integration issues. Merging accounts is crucial for maintaining data integrity, improving efficiency, and providing accurate insights. In this article, we will explore the process of merging accounts in Salesforce, ensuring a clean and consolidated database.