CRM Blog

Merging Duplicate Accounts & Contacts in Salesforce

Merging duplicate records in Salesforce is easy once you know the navigation. This video takes you through quick overview on how to merge Accounts and Contacts in Salesforce CRM.

It’s important to note that the “winning” record in a merge retains related information, such as Activity History, from both records.

YouTube Preview Image

Share Your Thoughts!

Copyright ©2013. All Rights Reserved.