Learn how to merge Salesforce Accounts, Contacts, and Leads in one video! Cleaning and merging bad data in Salesforce can be a pain. Much of the work can be done with tools and apps for mass merging, but there may be instances where quick merges need to happen to unblock the team.
Merging Salesforce records helps keep your data integrity intact as duplicates can cause confusion and distrust.
⏱️⏱️Time Stamps⏱️⏱️
00:00 - Intro
00:18 - Merge Accounts
02:00 - Merge Contacts
03:45 - Merge Leads
05:15 - Merging Overview
06:01 - Outro
Merge Salesforce Records?
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