How to De-duplicate and Merge Contacts or Accounts in Salesforce
- Amber Kahr |
- 18 steps |
- 30 seconds
Salesforce
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"
5
Click "New"
6
Click "Pick an object"
7
Click "Contacts"
8
Click the "Record*" field.
9
Find all of your duplicates via search and add them.
10
Click "Save & New"
11
Click "Show one more action"
12
Click "Compare and Merge"
13
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.
16
Click "Next"
17
Choose the "winning" data for each field.
18
Click "Merge"
