Administrator Updated on February 15, 2023 Merge contacts is seemingly a difficult task for parties who’ve just realized that their Salesforce CRM should probably contain all the contacts of their organization. Are you one of them? You’ll be glad to know that merging contacts in Salesforce is not that hard as long you follow a simple procedure and use some of the available features properly.
At present, millions of people are enjoying the service of Salesforce. Salesforce is one of the top leading CRM (Customer Relationship Management) service providers. It has created a scope for people to engage in marketing, sales, and business more actively.
This platform has made all those tasks quite easier to manage through various kinds of services. Also, the cloud computing system made it an absolute hit in the technological world based on CRM.
While this platform brings customers and companies altogether, it is successfully providing multiple services to manage all the people at different levels regarding different kinds of tasks.
According to users’ purposes and tasks, Salesforce has created different sections and figures. Peoples are introduced differently according to their demands, roles, and types.
Salesforce has Account, Contact, and Opportunities to keep data records of different companies and people with whom you get to interact for business purposes. With these Accounts, Contact, and Opportunities you can have a clear idea about your customers and sales.
When you are using Salesforce, you can utilize the opportunities and merge your contacts at your convenience.
Steps to Merge Contacts in Salesforce
If you are planning to merge contacts in Salesforce, you just have followed the procedures step by step all along:
- Open a browser on your computer.
- Create a new tab on the browser to do this work.
- Click on the search bar and type the URL of Salesforce or you can copy this link https://www.salesforce.com/ by typing Ctrl + C and then paste it URL bar by pressing Ctrl + V; to copy first you have to select the link.
- Now press the ‘Enter’ button and it will take you to the Salesforce login page.
- Now enter your Username and Password to log in.
- If you are in Lightning now you have to change the interphase to Salesforce Classic.
- In the classic mode first, go to your account page by clicking ‘Accounts’ located on the top bar.
- Now scroll down to the contacts option.
- Find out the duplicate contacts from here. If there any.
- If you spot any duplicate contacts then click ‘Marge Contacts’ located on the top of all contacts.
- Now it will redirect you to a new page called ‘Contacts’.
- Under this page ‘Marge Contacts’ option will be shown.
- Put the tick mark before all Contacts that you want to merge into one contact.
- Tap the ‘Next’ button to select which option from which contacts you want to implement to a new contact.
- At this moment select the option you want to keep.
- Here click on the ‘Marge’ option from the top right corner which is just above the merging information.
- Select ‘OK’ from the disclaimer window. Here is written that no undo is available in this process.
- Your contact marge is complete now. Those two contacts are in together now.
- To check it again; first, go to the accounts page.
- Again, scroll down to the contact’s location.
- See, there is only one contact before was two on the same name.
Some Clarification
At the contacts merging your personal information are taken from either 1st or 2nd contacts. The same type of information from both contacts can’t be taken. But activity and other reports of both contacts are kept to the new merged contact. So, losing the record is no problem now.
Finally, you have completed the procedures and merged the contacts successfully.
Summary: Merge contacts in Salesforce
- Start on your Salesforce home page.
- Click the Contacts tab.
- Click Merge Contacts.
- Click the checkbox next to the contact you want to keep.
- Click the checkbox next to the contact(s) you want to merge.
- Review and confirm your merge selections.
