1
Click here.
2
Click "Duplicate Record Sets"
3
Choose the matching rule you want to use. If you are using Contacts, select the Contact set, if you are using Accounts, select the Accounts set.
4
Click "Related"
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Click "New"
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Click "Pick an object"
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Click "Contacts"
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Click the "Record*" field.
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Find all of your duplicates via search and add them.
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Click "Save & New"
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Click "Show one more action"
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Click "Compare and Merge"
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Select all duplicate records you want to merge together. You can only do up to 3 at a time so if you have more than 3 you may have to repeat these steps.
14
Click here.
15
Click here.
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Click "Next"
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Choose the "winning" data for each field.
18
Click "Merge"
