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.
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JUL
2010
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JUL
2010
About the Author
Steve Chipman is the founder and president of Lexnet Consulting Group, which is based in the San Francisco Bay Area. Lexnet provides CRM implementation and integration services throughout the United States and Canada.