Select a lead record. Click Find Duplicates. Select up to three leads from the matching leads list that you want to merge.
What to know about merging duplicate accounts in Salesforce?
Things to Know About Merging Duplicate Accounts Associated with... Maintain Your Users’ Account Teams Account Contact Relationship Fields Manage Accounts Search all of Salesforce Help Search all of Salesforce Help
How to add existing person accounts to a Salesforce campaign?
Add Existing Person Accounts to a Campaign with the Data Import Wizard Understanding Customizable Campaign Influence Add Influential Campaigns to an Opportunity Set Up Campaigns in Salesforce Delete Multiple Contacts and Leads from Campaigns Tour the Campaigns Object Campaign Member Fields Find Campaign Influence Results Enable Connected Campaigns
How to prevent duplicates when importing a lead in a campaign?
The following are the steps on how to prevent duplicates when importing a lead in a Campaign record: Note: Prepare an excel file that covers the data needed on Lead (for example, Owner, Last Name, and Lead Status are required). 1. Create a Matching Rule. Click New Rule button. Select Lead as object then click Next.
Can I use an existing record instead of creating a duplicate?
We recommend you use an existing record instead. Line 3: You're creating a duplicate record. We recommend you use an existing record instead. We strongly recommend that you check a few of your imported records to verify that your information was imported as expected. Thank you! Customize Duplicate Management
How do you duplicate an opportunity in Salesforce?
Clone Opportunities with ProductsWhen viewing an Opportunity, click on the "Clone" button at the top of the record. If the opportunity has products associated to it, the clone button will be a drop-down menu to choose to clone it with or without products. ... Click "Save".Repeat this process as needed.
What does clone with related mean in Salesforce?
If you selected Clone with Related, select the related records that you want to carry over to the new record. Click Next. The related records that you select can't total more than 999. Related records are cloned in batches of up to 200.
How do I duplicate a page in Salesforce?
While it's not obvious, I was able to 'clone' a page in a Salesforce Community using the following steps:Open your Community in the Builder.Click the "Settings" gear.Click "Developer"Select the "Export a Page" tab.Select the Page you want to Clone/Duplicate and click the "Export" button.More items...•
What is difference between clone and Deepclone in Salesforce?
vishnu. Hi tanu, If a list is cloned, it duplicates it and has reference. If a list is DeepCloned, it duplicates and doesn't have any reference.