merging duplicate contacts

: : for salesforce : :

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1. Login to your salesforce.com account
   
2. Search for contact name
3. Update Account Name on all contact records so they are matching (if required)
4. Click on Account Name to view Account Detail
5. Under the Contacts list, click on Merge Contacts
6. Type the contact name in the search field then click on Find Contacts
7. Ensure all duplicate contacts are ticked, then click on Next
8. Select the values that you want to retain in the merged record by clicking on the appropriate radio buttons
   
   Fields with conflicting data will be highlighted purple
   
   CAUTION - If conflicting data is stored for a multi-pick list:
   - Click on the radio button of the FIRST record to select it
   - Write down the data in the OTHER record on a piece of paper
   - After the merge you will need to manually update that field
   in the contact record with the additional data
   
   
9. Click on Merge
10. You will be prompted with the following message:
    
    "These records will be merged into one record using the selected values. Merging cannot be undone. Proceed with the record merge?"
    
    
11. Click OK to be returned to the Account Detail screen
12. Click on Contact Name listed as the second item under Recent Items to view the new merged record
13. Click on Edit to update any multi-pick lists if required, then click on Save