Merge Duplicate Contacts
Apr 29, 2005Have you wanted to merge a contact record right from the contact? Here's a quick Web Link you can use. Remember this will only find contacts that belong to the same account.
Copy and past this link into your Web Link.
https://na1.salesforce.com/merge/conmergewizard.jsp?retURL=%2F00130000004PRSX&id={!Account_ID}&srch={!Contact_FullName}
To read more and learn how to use a Sforce Control to keep the same window active when you launch this Web Link or any other one, go to the community board.
http://forums.crmsuccess.com/sforce/board/message?board.id=practices&message.id=628
Bookmark
This custom link is great! Thanks!
Posted by: Rob Crawley | November 03, 2005 at 05:10 PM
Is there a way to merge 2 duplicate companies? For example, lets say I had three companies listed: Booz Allen, Booz Allen Hamilton, and Booz Allen Hamilton Inc. Is there away to merge all information into one account?
Thanks
Posted by: Michelle Braunsten | March 15, 2006 at 02:20 PM
Yes it is a standard feature from the Accounts tab that's called "Merge Accounts" Just like contacts. It would take all realted information and put them under one account. If there are field differences it will point those out and
Posted by: Pete Fife | March 15, 2006 at 02:26 PM
If you want to prevent duplicate contacts from being entered into your system, check out this free appexchange listing that blocks duplicate contacts: https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N300000016d1OEAQ
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