❍ Merging Duplicate Records (Classic view)
At one time or another, you will encounter duplicate records in Salesforce. To help keep your data organized, Revenue Inbox automatically detects duplicate records and helps you merge them into a single record.
When the Revenue Inbox Add-In/Chrome Extension detects duplicate records, it shows the following message:
To merge duplicate records, do the following:
- In the message box that informs you of a duplicate record, click the record name.
- In the Resolve Conflicts dialog box, you will see a list of fields from both records than will be merged. For each field, select the value that you want to be retained after merging.
- Click Merge to merge duplicate records into a single record.
Contacts merging cannot be undone.