How to Merge Contacts

Have you encountered a duplicate contact record? You can merge the two while ensuring the integrity of the information stored within each.

Steps:

1. In AIM, open a Contact record that has a potential duplicate record.
2. On the Contact Layout, locate the “Potential Duplicates” component. If there is a potential duplicate, it will read as follows ‘We found 1 potential duplicate of this Contact’.

3. Click ‘View Duplicates’.
4. Select the checkbox next to each matching record (up to 3), and click ‘Next’.

5. For the record that should remain, click ‘Use as Principal’. Under each contact, you can select bubbles next to data points to keep individual field values.

6. After reviewing your changes, click Next, and on the following screen, ‘Merge’. Note: You can’t undo merging.

For more information, refer to the ‘Merge Duplicate Contacts in Lightning Experience’ Salesforce Help Article.