Christina Sanders

    Merging Organizations

    Hello,

     

    We have a few duplicate organizations in our database. What is the best way to merge the organizations (including the transactions associated with each)?

     

    Thanks.


    3 years ago

    Replies

    Leslie Marmer (GONE Breakeven Staff)

    Software Deployment and Support Specialist

    Hello Christina, 

    You can find out more about merging Organizations (Accounts) here: https://help.salesforce.com/HTViewHelpDoc?id=account_merge.htm

     

    Thank you,

    Leslie Marmer

    3 years ago
    Answer
    Mark as Answer