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The Classic version has a tool to merge contacts and accounts. This was super easy. The feature does not appear to be available in Lightning. Is there a way, in the Lightning version, to "easily" merge duplicate contacts and accounts?

 

I can't seem to find one. It's weird that it provides tools to find duplicates, but not to resolve them.

 

#Account Merge  #Merge Contacts  #Duplicates

4 answers
  1. Feb 13, 2025, 6:29 PM

    Hi Julie, honestly, I just gave up on this. It seems like such an important feature for maintaining your accounts and contacts, but Salesforce doesn’t seem to think so.

    Regards,

    Michael Rennie | Business Development

    Maestro Technologies inc.

    M: 905.717.9335 | P: 888.833.7777 ext. 303

    mrennie@maestro.ca<mailto:mrennie@maestro.ca> | www.maestro.ca<http://www.maestro.ca/

    >

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    http://www.maestro.ca/

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