Duplicate Contacts and Organizations - How to submit a Duplicate Case using Salesforce

When you identify two or more Contact or Organization records that are the same we ask that you report them to your Salesforce team so they can be merged. Please be sure that the records are duplicates before merging.

The first or Master Record is the one that we will keep. The second, third, and fourth or Duplicates will have its information added to the Master one. If they both have a field with data, like primary email or zip code, the Master record email or zip code will be kept and the duplicate values will be discarded.

Example:

To create a duplicate case:

Go to the Cases tab at the top of your Salesforce page. If you don’t see it, please review the How to Customize your Salesforce Tabs wiki.

Select New Case

Submit Duplicate Contacts or Organizations to be merged. Please report other duplicates using the Cases/New Case record type

Select Duplicate Record(s) as your record type, continue

The Salesforce team needs a little more specific information In order to know exactly which contact to use as the master and which to merge.

Master Record

Duplicate 1

The Case would look something like below

You could add the name in the Duplicate Comment if you would like to for tracking purposes.

Complete the required fields

You will be notified if the Salesforce team has questions and when the merge is complete