How to Merge Contacts in Salesforce

Quick summary

This tutorial walks you through how to merge contacts in Salesforce Classic by navigating to the Contacts section of an Account and using the built-in merge wizard. Merging duplicate contacts keeps your CRM data clean, accurate, and free of redundant records.

Steps

1. Switch to Salesforce Classic from Lightning Experience.
2. Go to the Accounts menu.
3. Scroll down to the contact section on the Account record page.
4. Move to the Contacts section and click the Merge Contacts button.
5. Select the contacts you want to merge.
6. Hit Merge to complete the process.