Additionally, any manual sharing from the main record is connected to the consolidated account after the merge. In Professional, Enterprise, Unlimited, Performance, or Developer version organizations, any sharing tenets are connected to the merged account. Here is a list of a few things that require your attention before you start to merge accounts in Salesforce- A). Things that You Must Know Before Merging Accounts in Salesforce However, if you are willing to opt for a career in Salesforce, then consider enrolling in a certified and industry-recognized Online Salesforce Training program. Before we start our tryst with them, let us first see what all points do this blog cover. This blog addresses these two questions specifically. Off late, two very interesting questions have been doing the rounds on the internet and they are- How to merge Salesforce contacts and How to merge Salesforce Accounts. There are troubles, there are solutions, there are mysteries. Salesforce instance is no less than a Pandora's box. How to Merge Contacts in Salesforce Lightning Experience?.
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