How To Merge Contacts In Salesforce
- Log In to Salesforce: Access your Salesforce account with your credentials.
- Navigate to Contacts: Click on the "Contacts" tab in the main menu.
- Find Duplicate Contacts: Use the search bar to locate contacts you want to merge.
- Select Contacts: Check the boxes next to the duplicate contacts you wish to merge.
- Click on Merge: Look for the "Merge" button, usually found at the top of the list.
- Review Contact Information: Compare the details of the selected contacts side by side.
- Choose Primary Contact: Select which contact will be the main one after merging.
- Confirm Merge: Click the "Merge" button to finalize the process.
- Check Merged Contact: Review the merged contact to ensure all information is correct.
