Question about merging leads in Lightning. I have a user who has two leads that need to be merged but SF isn't recognizing them as dupes. How can an end user initiate merging of duplicates?
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@Robin Danahy @Lyndell Buckingham We ran into the same issue you are describing on Accounts. What we did as a workaround, was set the matching rule to have an exact match by DUNS Number as one of the conditions. In the case where the duplicates did not show up automatically (in the potential duplicates) - we could set the field you select for an exact match (Like DUNS Number) and force the potential duplicate, which subsequently allows you to merge the records. You could do something similar on Leads, I would think, maybe an exact match on email address? I know this is an extra step on your part - but it helped us to be able to merge the records for the time being.