Standard way to find duplicate leads and merging in Salesforce

1. Open a lead and click "Find Duplicates" button.

2. Matching leads related list shows the related leads. Click "Merge" button after selecting the leads to merge.

3. Select the appropriate fields and click "Merge" button.


1. You can merge only up to 3 leads.

2. The user needs "Delete" permission to use this button.


No comments:

Post a Comment