HOW TO MERGE CONTACTS IN SALESFORCE

Having contacts that are organized will give you an easier time and it is important to know how to merge contacts in Salesforce.

You will be able to locate the contacts quickly. It will be efficient to your business.

It is inevitable to get duplicate entries when entering contacts. This is what you will need to merge so that you have one record for one person.

It is very easy to merger your contacts. You can choose to use merge my contacts tool which is located on the screen with your account details.

This will allow you to merge contacts that are from the same person.

Merge my contact tool, will give you a list of duplicate records. This makes it a lot easier to choose the fields that you want to use and leave out the ones that you do not want. Below are the ways on how to merge contacts in sales force.

To get started, open the account home screen and then go to your account and edit the details.

Next, you should scroll down to be able to view the records that are in your contacts. Select the duplicate records that you would like to merge.

Once you have the contacts to merged, you should click on merge contacts located on the contacts section so as to get access to merge my contacts tool.

This tool will make it a lot easier to locate the duplicate records that you would like to merge. This will give you the complete list of all the duplicate records. The next thing that you should do is check the boxes that that have the record you need to merge. This tool will allow you to merge two or more records.

Once you have checked all the boxes that you need, then you should click on next. The screen that will open next is the select the values to retain. The first contact that you choose will appear on the left while on the other hand, the duplicate records will appear on the right side of your screen.

The next thing to do is click on the radio button which is located in the front of every field. After you are through with all this, you should click on merge button. You will see a warning that will show you that it will not be possible to undo the merge. Click “OK” on this warning to continue with merging the records. The records will be merged according to what you have specified.

These are some of the tips that you should follow if you would like to merge records.

As you can see it is very simple and easy to do. However, you should make sure that you will not want to change any changes made.

This is because the process cannot be reversed under any circumstances. It is simple and will only take you a few minutes. This is how to merge contacts in Salesforce.