Merge Duplicate Contacts in Lightning Experience

Merge duplicate contacts using Lightning Experience.

Required Editions

Available in: Lightning Experience

Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To merge contacts:	Delete on contacts
To merge Customer Portal enabled contacts:	Delete on contacts AND Manage Customer Users OR Edit Self-Service Users
To merge Partner Portal enabled contacts:	Delete on contacts AND Manage External Users OR Manage Partners

User Permissions Needed

To merge contacts:

Delete on contacts

To merge Customer Portal enabled contacts:

Delete on contacts

AND

Manage Customer Users

Edit Self-Service Users

To merge Partner Portal enabled contacts:

Delete on contacts

AND

Manage External Users

Manage Partners

Note If duplicate contacts aren’t getting flagged, see “Standard Contact Matching Rule” in Salesforce Help to learn how Salesforce identifies duplicate records. Work with your Salesforce admin to fine-tune your matching rules if necessary.

Choose a contact record. A message tells you if duplicates exist for that record. To see them, click View Duplicates.
Choose up to three contact records to merge. Click Next.
Choose one contact as the principal contact, and choose the field values that you want to keep. Click Next.

Note In Lightning Experience, portal user status isn’t shown during merging.
Confirm your choices and merge.

Merge Duplicate Contacts in Lightning Experience

Required Editions

See Also