CRM On Demand - Administration (MOSC)

MOSC Banner

Merging Accounts

edited Oct 1, 2013 4:16AM in CRM On Demand - Administration (MOSC) 1 commentAnswered
Hello.

I have a few accounts of clients that have merged.  I would like to merge their accounts in CRM so that Company A, B and C and their corresponding data (opportunites, wins, losses, contacts, etc) all consolidate under Company A.

It would be appreciated if someone could help me out on this.  Also, I have never merged anything in CRM, so if you could break it down into a basic step by step instruction, it would be even more helpful.

Thanks.
Glen

Howdy, Stranger!

Log In

To view full details, sign in to My Oracle Support Community.

Register

Don't have a My Oracle Support Community account? Click here to get started.

Category Leaderboard

Top contributors this month

Instructions for posting

×

1. Select a discussion category from the picklist.


2. Enter a title that clearly identifies the subject of your question.


3. In the body, insert detailed information, including Oracle product and version.


Please abide by the Oracle Community guidelines and refrain from posting any customer or personally identifiable information (PI/CI).


Cloud / Fusion customers - Our Cloud community has moved! Please go to Cloud Customer Connect .


New to My Oracle Support Community? Visit our Welcome Center

MOSC Help Center