Merging Duplicate Accounts

Merging Duplicate Accounts

Overview:

This article describes the steps necessary to merge duplicate accounts in CE and the downstream effects of F&O account duplication. 

Steps:

Step
Action
Visual
1.
In CE: Select the account records you want to merge and click on the merge button
Image
2. 
Select the Winning Account

3. 
Fine tune the winning Fields

4.
Click Done

5.
In F&O, Inactivate the losing account. Must be done by CSS