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.
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.
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.
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.
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.
We need to activate the radio buttons to select the records and after selecting the records, click on the Next button.
Step 6- In this window, we have to confirm the merge of the leads, and for that click on the Merge button.
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.
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.
Step 2- As we click on the “+” icon, it will open a list of all tabs, and from there click on the Leads.
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.
Step 4- In this step, go to the Lead Detail section and there click on the button Find Duplicates.
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.
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.
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.
As we click on the OK button, the leads will get merged. So this is how we merge leads in Salesforce Classic.
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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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.