Managing duplicate contacts

Quick Tutorial Full Training

With Duplicate Merge, when you discover two individuals or organizations are duplicates of each other, you can combine two records by choosing one contact record to retain, and another contact record to discard. All information with the retained record is preserved, and certain blank values are copied from the discarded duplicate record.

Tip! Review the Best Practices: Preventing duplicate contacts article.

Duplicate Merge: Standard versus Premium

Standard

Duplicate Merge - Standard allows users to merge contacts from the profile pages of individual users or organizations or from Community > Manage Duplicates. With Duplicate Merge - Standard, you must already know which contacts you want to merge.

Premium

Duplicate Merge - Premium locates all potential duplicate records and organizes them into pairs. You can manage these pairs to determine which records to retain, which records to merge into the retained records, and which records to mark as Not Duplicates. See Managing multiple duplicates for more information about Duplicate Merge - Premium.