How often do you encounter menacing, mind numbing duplicate contacts on your Salesforce? No matter how diligent you are or how efficient your Salesforce automation is, there is still a possibility of duplicate contacts being created unnecessarily. But there is a simple solution to it. Salesforce itself is so flexible that it allows you to maintain order by merging these inaccurate contact fields, without relying on any third party apps.
In our previous chapter of Salesforce 101 for beginners, we walked you through the basics of importing and exporting contacts on Salesforce. In this chapter, we will show you how to manage the duplicate contact records that skew your data. So here’s everything you need to know about merging contacts on Salesforce.
If you are the account owner, the system admin or a user higher in the role hierarchy of the account owner, then you have the appropriate user permissions to merge contacts. By clicking on See Live on the following flow, you will be able to do the same within few minutes.
Adding a help text to your contact records is another way to identify your contacts easily. The help text will be displayed on detail and edit pages when you hover over the info icon next to the field. See this flow to understand how to add this text to your Salesforce contacts.
Your Salesforce contacts can be customized accordingly so that it captures all your business data accurately. This flow will show you how you can create a custom contact field, assign a level or role to it and a specific value, to identify it correctly.
This blog post is part of a dedicated series to help you learn Salesforce better. Share it with your teams to increase productivity and get the most out of your Salesforce. Also, check out our previous posts:
1. How to add and manage users on your Salesforce?
2. How to import and export your contacts on your Salesforce?
In our next chapter, we will be dealing with managing accounts on Salesforce. For more updates subscribe to our blog.