Deduplicate Live Set for Merge process 

Step 1 – Navigate to your desired object (Account or Contact) 

Step 2 – If there is another record populated in the Deduplicate Live Section that is a duplicate, click the merge button in the bottom right corner of the section  

Step 3 – Select desired fields that will be in the master record 

Step 4 – Click Set for Merge 

Flag Records as Duplicates and Set for Merge process 

Step 1 – Navigate to your desired object (Account or Contact) 

Step 2 – Locate the master record and the field 18 Digit Salesforce ID in the Merge Section 

Step 3 – Insert the ID from the master record into Mark as Duplicate (Insert ID) 

Step 4 – Insert the same ID into the other duplicate record 

**Complete steps 2-4 of the Deduplicate Live Set for Merge process**