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How to merge duplicates in salesforce
This guide provides step-by-step instructions on how to merge duplicate accounts in Salesforce. By following these steps, users can easily merge duplicate accounts without losing any data. It includes detailed instructions on how to access the duplicate record sets, create a new set, add duplicate accounts, compare and merge them, and choose the winner for conflicting data fields. This guide is essential for Salesforce users who want to efficiently manage and clean up their account data.
Amber Milks
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5 steps
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59 seconds
Salesforce
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