Merge Duplicate Contacts in Salesforce Classic
- From the Contacts related list of an account, click Merge Contacts.
- Select up to three contacts to merge. Use the search box to refine the list, or click All Contacts to view the full list of contacts. Click Next to continue.
- Select one contact as the master record.
- If your organization uses a partner or customer portal, you can select which record you want to retain as the portal user. If you don’t want the merged contact to include a portal user, select Not a portal user.
- Select the fields values that you want to retain from each record. Fields with conflicting values are highlighted.
- Click Merge.