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Merge Duplicate Leads in Salesforce Classic
Work only the prospects that matter. Merge duplicate leads using Salesforce Classic.
Required Editions
| Available in: Salesforce Classic |
| Available in: Starter, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Pro Suite, and Developer Editions with Sales |
| User Permissions Needed | |
|---|---|
| To view leads: | Read on leads |
| To merge leads: | Delete on leads |
- Select a lead record.
- Click Find Duplicates.
-
Select up to three leads in the matching leads list that you want to merge.
You can’t merge a converted lead with other converted leads. At least one of the records must be a lead that hasn’t been converted.
If you want, enter a new lead name or company and click Search to find another lead to merge. Salesforce performs a phrase search for matches in the Name and Company fields. It also considers an implied wildcard after any entry. Search results include matches for any fields you enter. For example, you enter Bob Jones who works at Acme. Search results include anyone named Bob Jones at any company and any lead with Acme as a company.
- Click Merge Leads.
-
Select one lead record as the principal. Salesforce retains any data from hidden or
read-only fields in the principal record. If you have the Edit Read Only Fields permission, you
can select which read-only fields to retain. Hidden fields don’t appear during the merge
process.
If you’re merging a converted lead, the principal record must be a lead that hasn’t been converted.
- Select the fields that you want to retain from each record.
- Click Merge.
- Click OK.
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