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Merge Duplicate Data Privacy Records in Lightning Experience

Merge duplicate data privacy records based on the Individual object in Lightning Experience.

Required Editions

Available in: Lightning Experience
Available in: all editions, including partner and customer community users.
User Permissions Needed
To merge data privacy records based on the Individual object: Delete on individuals
  1. Choose a data privacy record based on the Individual object. A message tells you if duplicates exist for that record. To see them, click View Duplicates.
    Duplicates detected for a given data privacy record
  2. Choose up to three data privacy records to merge. Click Next.
    Duplicate records, with data privacy records available to merge
  3. Choose one data privacy record as the master, and choose the field values that you want to keep. Click Next.
    Three potential duplicate data privacy records, with option to choose field values from each
  4. Confirm your choices and merge.
    Merge confirmation for data privacy records