How to Merge Duplicate Leads in Salesforce

In this Salesforce tutorial, we will learn to merge the duplicate leads of contacts in Salesforce Lightning and Salesforce Classic.

Merging Leads in Salesforce

In Salesforce CRM, we manage a large volume of data and for that, we create records of accounts and contacts to track user activities. We create Leads for the contacts, and many times we face the issue of having duplicate leads, which creates difficulty in maintaining the data of users.

With the help of merging, we merge these two or more leads into a single master record for better efficiency. Now I will show you, how to merge leads in salesforce lightning and Salesforce Classic.

Merge duplicate leads in Salesforce Lightning

To merge the leads in Salesforce Lighting. login to the Salesforce developer account and follow the steps below.

Step 1- On the Setup page of Salesforce Lightning, click on the App Launcher (9 dots) and search for Sales in the search bar. Then from the options in the dropdown select Sales as shown in the below picture.

Merge Leads in Salesforce

Step 2- In the Sales App, click on the tab Leads, and then we will see a list of leads. Click on the lead with a duplicate lead. In this case, I have selected the lead Evan Morgan.

Merge Duplicate Leads in Salesforce

Step 3- As we click on the lead, it will open in a new window and there we will see a message on the top of the screen displaying the message “It looks as if duplicates exist for this Lead View Duplicates” Here click on View Duplicates.

Merge Duplicate Leads in Salesforce Lightning

Step 4- In this step, we will view the duplicate leads of the lead we have selected. Now activate the checkbox of the leads which you have to merge with the selected lead and then click on the Next button.

Salesforce Lightning Merge Duplicate Leads

Step 5- Now we will compare the leads, which means that when we merge the leads, the master record or lead will be updated with the value we choose from the leads, and relationships to other items will shift to the master record.

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We need to activate the radio buttons to select the records and after selecting the records, click on the Next button.

Salesforce Lightning Merge Leads

Step 6- In this window, we have to confirm the merge of the leads, and for that click on the Merge button.

Confirm Merge of leads in Salesforce

As we click on the Merge button, the leads will get merged and we will get a message of confirmation of the merging of leads on the screen as shown in the below picture.

Merged Leads in Salesforce Lightning

Now we have successfully merged the leads in Salesforce Lightning.

Merge duplicate leads in Salesforce Classic

To merge the leads in Salesforce Classic. login to the Salesforce developer account and follow the steps below.

Step 1- On the Home Page of Salesforce Classic, if the Leads tab is not visible amongst other tabs then click on the “+” icon to access the leads.

Merge Duplicate Leads in Salesforce Classic

Step 2- As we click on the “+” icon, it will open a list of all tabs, and from there click on the Leads.

Merge Leads in Salesforce Classic

Step 3- In the Leads, click on the lead having a duplicate lead which you have to merge. In my case, I have Lead Lara Williamson which I want to merge. So, click on the name of the lead.

Leads Merging in Salesforce Lightning

Step 4- In this step, go to the Lead Detail section and there click on the button Find Duplicates.

Merging Duplicates Leads in Salesforce Classic

Step 5- In this window, we can see the matching leads or duplicate leads. Now activate the checkbox of the lead you have to merge with the lead you have selected and then click on the button Merge Leads.

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Salesforce Lightning Merging the duplicate leads

Step 6- In this step, we have to select values from the selected leads to merge into a single lead. After selecting the values by activating the radio buttons, click on the Merge button.

Salesforce Classic Merge Leads

Step 7- As we click on Merge, a pop-up window will appear for the confirmation to merge the leads. Here, click on the OK button to confirm.

Salesforce Classic Merge duplicate leads

As we click on the OK button, the leads will get merged. So this is how we merge leads in Salesforce Classic.

Conclusion

In this tutorial, we learned about merging duplicate leads in Salesforce Lightning and Salesforce Classic as well. We also came to know that merging duplicate leads eases data maintenance for better efficiency.

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