Merge duplicate accounts in Salesforce classic Step 1: Go to the Accounts tab and click Merge Accounts in the Tools section. If you can't see it, ask permission from your admin account.
Full Answer
How do I change the account name used by Salesforce?
To change the Account Name used by Salesforce for billing, help and training, contact your Account Executive. 1. Classic: 2. Lightning: 2. Sele c t Edit | Type new org name into the Organization Name field. 3. Click Save. In some situations, Admins might be prompted with validation errors. Check whether the Primary Contact is an Active user.
What are the common mistakes in my Salesforce code?
Hi Pranav, The very first mistake that I can see in your code is that you have written a SOQL query inside FOR loop, as per the salesforce best practices, you should never write a SOQL query inside a FOR loop, as it risks your code hitting the governor limit. Also, there is no point in running the below logic for the delete / undelete context.
Is it possible to make the standard account name unique?
The article specified tells you how to make the standard account name unique. The wrinkle is that you have to actually make a copy of the name and put it in another field -- and that _other_ field is unique. Thanks for your reply and the link provided.
How do I add multiple users to Salesforce?
From Setup, enter Users in the Quick Find box, then select Users.Click Add Multiple Users.If multiple user license types are available in your organization, select the user license to associate with the users you plan to create. ... Specify the information for each user.More items...
Can 2 users have same email in Salesforce?
You can have the same email address associated with your account across multiple orgs. For example, create unique usernames like [email protected] and [email protected], for different accounts that are associated with the same email address.
Why can't I login as another user in Salesforce?
A Salesforce administrator cannot log in as a user if the user is inactive. If a system administrator in logged in as a user and then logs out as that user, their current session will also be terminated and they may be forced to login again. You cannot login as another user if you're already logged in as a user.
Can you change a Salesforce user name?
Keep in mind that Salesforce Customer Support can't change usernames or deactivate users from an org. If you get a Duplicate Username error, check if the username is already in use in your production, trial, or Sandbox orgs.
How do I add a new user?
Add or update usersOpen your device's Settings app.Tap System. Multiple users. If you can't find this setting, try searching your Settings app for users .Tap Add user. OK. If you don't find "Add user," tap Add user or profile User. OK. If you don't find either option, your device can't add users.
How do I create a new account in Salesforce?
To create new account go to Accounts Tab. Click on Accounts Tab and select New as shown below. After selecting new we are taken to new page where we are required to enter Account information, address information and Additional Information to create new account.
How do I login as a different user in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users.Click the Login link next to the username. This link is available only for users who have granted login access to an admin or in orgs where admin can log in as any user.To return to your admin account, select User's Name | Logout.
How do I login as a different user?
First, simultaneously press the CTRL + ALT + Delete keys on your keyboard. A new screen is shown, with a few options right in the center. Click or tap "Switch user," and you are taken to the login screen. Choose the user account that you want to use and enter the appropriate login information.
How do I enable login as user in Salesforce?
0:020:46Enable Administrator to Log in as Any User | Salesforce Developer SupportYouTubeStart of suggested clipEnd of suggested clipOnce in setup type login access policies in the quick find box. In the login access policies sectionMoreOnce in setup type login access policies in the quick find box. In the login access policies section check the box for administrators can log in as any user. Admins can now log in as any user.
How do I reassign a user in Salesforce?
Required Editions and User Permissions From the inactive user's page, tap Reassign a License. Either scroll or use the Find User search bar to find an existing user you want to reassign a user license from. When you've found that existing user, tap Reassign This License. Confirm the changes, and tap OK.
Is Salesforce username unique?
All Salesforce usernames are unique, for all users, across all Organizations (including Trial Orgs, Production orgs and Sandboxes). Salesforce Username does not have to be the user's email address. For more information, please review Salesforce username does not have to be your email address.
How do I change my user ID in Salesforce?
The available user interface settings vary according to which Salesforce Edition you have. From Setup, search for User Interface in the Quick Find box. Modify your org's user interface by enabling or disabling these settings.