How to merge contacts in salesforce

748    Asked by AudreyBerry in Salesforce , Asked on Apr 21, 2020
Answered by Audrey Berry

To keep you data up to date, it is very important that you effectively conduct your activities. Go through the following steps to merge contacts in salesforce:

  1. On the Home screen, click and open the option Accounts to edit
  2. For the selected account, scroll down the contact list and view all the contact records and find the records to be merged.
  3. In the third step, click the “Merge Contacts” option in the Contacts section to launch the Merge My Contacts tool. The tool locates and finds potential duplicate records.
  4. Now check the boxes that appear just in front of the records that are required to be merged.
  5. Click Next and you will see the screen where the first contact record is listed on the left, and duplicates are listed on the right side of the screen.
  6. To retain the records, click on the radio button in front of each field.
  7. In the next step, click on the ‘Merge’ button
  8. And finally, click ‘OK’ to merge the records.



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