Deduplicate Live Set for Merge process
Task Statement
Use this process to identify duplicate Account or Contact records using the Deduplicate Live section and prepare them for merging into a single master record.
Summary
The Deduplicate Live feature allows users to review potential duplicate records, select which field values should be retained, and mark records for merge. If records are not already identified as duplicates, they must first be flagged using the "Mark as Duplicate" field before completing the merge setup.
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**
Outcomes
After completing this process:
- Duplicate records are grouped together for merging.
- The correct master record is identified.
- Selected field values are retained on the master record.
- The records are successfully set for the merge process.
Need Help?
If duplicate records do not appear in the Deduplicate Live section after being flagged, verify that the correct 18 Digit Salesforce ID was entered on all duplicate records. If the issue persists, contact your Salesforce Administrator or your organization's support team for assistance.
