How to Duplicate Leads and Contacts in Salesforce
Duplicate records happen when the same person is entered in Salesforce more than once - and these can be a big problem.
If the duplicate records are leads, you can merge them together into a single lead.
Salesforce will pick the record that contains the most information as the "master record" to keep. You can select any record to be the master record.
The leads are merged into a single record.
The activities from all the previous leads will appear in the merged record.
Sometimes you will find that you have a duplicate contact - a lead that has been converted.
You can only merge leads with other leads, and contacts with other contacts, so you’ll need to convert this lead to contact before you can merge it.
You can click the Merge Contact button to merge any existing duplicate contacts.
A new window appears with information about the account.
You can also view the existing contact here.
The lead is converted and merged with the existing contact.