InformationTitleHow to Merge AccountsURL NameHow-to-Merge-AccountsDetailsProduct AreaHelp Product AreaMerge AccountsRelease VersionHelp Release VersionEnvironmentHelp EnvironmentCertinia Accounting All Versions Additional NotesHelp Additional NotesNote that portal Accounts must be the master Account in a mergeRun Payable Invoices with Payable Invoice Expense Line Items, Payable Credit Notes with Payable Credit Note Expense Line Items, Journals with Journal Line Items, Sales Invoices with Sales Invoice Line Items, Sales Credit Notes with Sales Credit Note Line Items reports to see documents that are not in Complete status How to merge Accounts in Salesforce lightning? Choose an Account record. A message pops up to notify of duplicates existing for that recordChoose up to three Account records to merge. Click NextNote when Accounts containing brands are merged, the brand associated with the Master Account will be retainedConfirm choices and mergeProcedureHelp ProcedureEnsure that the Accounts are ready to be merged per About Merging AccountsSteps to Merging AccountsPermission Sets required to Merge an Account: Accounting - Merge AccountAccounting - Merge Account - Run For additional required Permission Sets, refer to this Salesforce article ObjectiveHelp ObjectiveHow to merge two to three Accounts that are duplicates of each other
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