Loading
Salesforce now sends email only from verified domains. Read More
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Merge Duplicate Contacts in Lightning Experience

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Merge Duplicate Contacts in Lightning Experience

            Merge duplicate contacts using Lightning Experience.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To merge contacts: Delete on contacts
            To merge Customer Portal enabled contacts:

            Delete on contacts

            AND

            Manage Customer Users

            OR

            Edit Self-Service Users
            To merge Partner Portal enabled contacts:

            Delete on contacts

            AND

            Manage External Users

            OR

            Manage Partners
            Note
            Note If duplicate contacts aren’t getting flagged, see “Standard Contact Matching Rule” in Salesforce Help to learn how Salesforce identifies duplicate records. Work with your Salesforce admin to fine-tune your matching rules if necessary.
            1. Choose a contact record. A message tells you if duplicates exist for that record. To see them, click View Duplicates.View duplicates button in Contact record.
            2. Choose up to three contact records to merge. Click Next.
              Duplicate records, with contacts available to merge.
            3. Choose one contact as the principal contact, and choose the field values that you want to keep. Click Next.
              Three potential duplicate contacts, with option to choose field values from each.
              Note
              Note In Lightning Experience, portal user status isn’t shown during merging.
            4. Confirm your choices and merge.
              Merge confirmation for contacts.

            See Also

             
            Loading
            Salesforce Help | Article