Merging Duplicate Records
At one time or another, you will encounter duplicate records in Salesforce. To help keep your data organized, SmartCloud Connect automatically detects duplicate records and helps you merge them into a single record.
- In the message box that informs you of a duplicate record, click the record name.
- In the Resolve Conflicts dialog box, you will see a list of fields from both records than will be merged. For each field, select the value that you want to be retained after merging.
- Click Merge to merge duplicate records into a single record.