Merging Contacts in Salesforce

In order to merge contacts in Causeview, those individuals must be set to the same organization record. In other words, those individuals need to be set to be working for the same organization set by the “Account Name” or both have no organization in that field which will direct them to the “Individual” account name.

From the home screen navigate to the Organization’s Record Detail Page for the individuals you would like to merge.

Once on the Organization’s Record Detail Page, scroll down to the related list of records until you see the “Individuals” heading. This will show all of the individuals who listed this organization under their Account Name Field. Press the “Merge Individuals” button.

This will take you to the “Merge My Individuals” page. On this page, you can select all of the individuals you want to merge together by clicking the checkbox. After you finish selecting the individuals, press the “next” button.

The next page will ask you to select the specific values for each field that you would like to retain for the final merged individual. You can combine values from all of the individuals by using the radio button option. Once you finish selecting the values, press the “Merge” button.

Once you press the “Merge” button you will be directed back to that Organization’s Record Detail page. You can once again scroll down to Individuals and see the newly merged individual.