---
schema_version: "1"
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title: Things to Know About Merging Duplicate Accounts Associated with Relationship Groups
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_merge_relgroups.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_merge_relgroups.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 31fa0893ca6c3d7b6ae1c57e24663373644a36134b6394b8589224c6e619f435
description: Keep these considerations in mind when merging accounts that are members of relationship groups.
products:
  - Sales Cloud
release: "264"
---
# Things to Know About Merging Duplicate Accounts Associated with Relationship Groups

Keep these considerations in mind when merging accounts that are members of relationship groups.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce for Wealth Management</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d16303e58">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16303e58 ">To merge business accounts:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16303e58 ">Delete on accounts</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16303e58 ">To merge person accounts:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16303e58 ">Delete on accounts, Read on contacts</td>

        </tr>
      </tbody>
    </table>

## One Account per Group

An account can’t exist more than once in the same relationship group.

## Which Record Gets Relationship Group Membership

The account you select as the principal record retains its original relationship group memberships. For example, suppose that the principal record “Joseph Blake” is a member of the “Blake Family” and “Blake Law Firm” relationship groups. “Joseph Blake” remains a member of those relationship groups.

The principal record replaces the non-principal records in all other relationship groups involved in the merge. For example, suppose that the non-principal record “Joe Blake” is a member of “Blake Trust Beneficiaries.” The principal record is transferred to Joe Blake’s membership in Blake Trust Beneficiaries.

If multiple non-principal records belong to a relationship group that the principal record doesn’t belong to, the principal record acquires membership as follows:

- In the relationship group of the non-principal account with higher priority (primary versus secondary)
- In the relationship group whose member record was most recently modified in the group

For example, suppose that the non-principal records “JR Blake” and “Joe Blake” both are members of “Acme LLP” and JR Blake is primary. The principal record is transferred to JR Blake’s membership in Acme LLP. Alternatively, suppose that JR Blake and Joe Blake aren’t primary or secondary, but JR Blake’s member record in the relationship group was modified more recently. The principal record is transferred to JR Blake’s membership in Acme LLP.

#### See Also

- [Set Up and Manage Wealth Management](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_enable_wealth_management.htm&language=en_US)
- [Considerations for Merging Duplicate Accounts](https://help.salesforce.com/s/articleView?id=sales.account_merge_considerations.htm&release=264.0.0&type=5 "Review these considerations before merging duplicate account records.")
- [Merge Duplicate Accounts in Lightning Experience](https://help.salesforce.com/s/articleView?id=sales.account_merge_lex.htm&release=264.0.0&type=5 "Merge duplicate accounts in Lightning Experience.")
- [Merge Duplicate Accounts in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sales.account_merge_classic.htm&release=264.0.0&type=5 "Merge duplicate accounts in Salesforce Classic.")