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Merge Duplicate Contacts in Salesforce Classic
Merge duplicate contacts using Salesforce Classic.
Required Editions
| Available in: Salesforce Classic |
| Available in: All Editions |
| User Permissions Needed | |
|---|---|
| To merge contacts: | Delete on contacts |
| To merge Customer Portal enabled contacts: | Delete on contacts AND Edit Self-Service Users |
| To merge partner portal enabled contacts: | Delete on contacts AND Manage Partners |
- From the Contacts related list of an account, click Merge Contacts.
- Select up to three contacts to merge. Use the search box to refine the list, or click All Contacts to view the full list of contacts. Click Next to continue.
- Select one contact as the principal record.
- If your organization uses a partner or customer portal, you can select which record you want to retain as the portal user. If you don’t want the merged contact to include a portal user, select Not a portal user.
- Select the fields values that you want to retain from each record. Fields with conflicting values are highlighted.
- Click Merge.
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