---
schema_version: "1"
id: a820bf5314d6416c62b263955a15a9ac04a515c43f0e32d36b60ef7eef114bb6
title: Manage Accounts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/accounts_manage.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.accounts_manage.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a7759385c52bbd293e66e17692621cc0edd22165f531d1d653a6162d20440246
description: Get the most out of accounts by merging duplicates, sharing accounts with the right people, seeing the history of an account, and more. And, get vital account metrics using the Account Intelligence view.
products:
  - Sales Cloud
release: "264"
---
# Manage Accounts

Get the most out of accounts by merging duplicates, sharing accounts with the right people, seeing the history of an account, and more. And, get vital account metrics using the Account Intelligence view.

### 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;">
            <p>Business accounts available in: both Salesforce Classic and Lightning
              Experience</p>
            <p style="margin-bottom:0;">Business accounts available in: <strong>All</strong> Editions</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>Person accounts available in: Both Salesforce Classic and Lightning
              Experience</p>
            <p style="margin-bottom:0;">Person accounts available in <strong>Professional</strong>, <strong>Enterprise</strong>,
              <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions
            </p>
          </td>

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

- **[Account Intelligence View](https://help.salesforce.com/s/articleView?id=sales.account_intelligence_view.htm&release=264.0.0&type=5)**  
    To help you prioritize your records based on activity and opportunity data, the Account Intelligence view adds more capabilities to the standard list view. See account activity, scan vital opportunity metrics, review cases, and log activities, all in one dedicated workspace.
- **[Share Accounts](https://help.salesforce.com/s/articleView?id=sales.account_sharing.htm&release=264.0.0&type=5)**  
    Your administrator defines your organization's sharing model and your organization's default account access levels for territories. However, you can extend sharing privileges for your own data on an account-by-account basis.
- **[Merge Duplicate Accounts](https://help.salesforce.com/s/articleView?id=sales.account_merge.htm&release=264.0.0&type=5)**  
    Keep your records clean and free of duplicates so you can reach more customers and maintain better relationships with them.
- **[View and Convert Leads on an Account](https://help.salesforce.com/s/articleView?id=sales.accounts_matched_leads_view.htm&release=264.0.0&type=5)**  
    Accounts show leads matched to a business account, with the best matches first. Convert leads without leaving the account.
- **[Account History](https://help.salesforce.com/s/articleView?id=sales.account_history.htm&release=264.0.0&type=5)**  
    Use the Account History related list on an account detail page to track the changes to the account.

#### See Also

- [Guidelines for Creating Accounts](https://help.salesforce.com/s/articleView?id=sales.account_add.htm&release=264.0.0&type=5 "Review guidelines for creating accounts.")
- [Create and Update Records](https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/exporting_data.htm)
- [Export Data](https://help.salesforce.com/s/articleView?id=xcloud.basics_creating_records.htm&type=5&language=en_US)