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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**
