How to Merge Duplicate Records | Community
Skip to main content
Traffic_Agency
Traffic_Agency
Level 2
March 7, 2019
Question

How to Merge Duplicate Records

  • March 7, 2019
  • 1 reply
  • 4325 views

I have almost 2,000 duplicate records that I need to merge into one record (with the most recent information). I'm not looking for a third-party tool, but am wondering what the process is to manually merge records into one?

Is there a way to merge the two together to maintain the activity log of both records?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

Traffic_Agency
Traffic_AgencyAuthor
Level 2
March 7, 2019

I was able to find out how to merge records but am getting an error message everytime I try to merge saying that it "Failed".

Denise_Greenb12
Denise_Greenb12
Level 6
March 7, 2019

Without knowing why the merge failed it's hard to advise you. Do you have anymore detail other than failed? Do you also have Salesforce.com and are the duplicates there, too? If so, it might be less error-prone to do the manual merging there.

Traffic_Agency
Traffic_AgencyAuthor
Level 2
March 8, 2019

I spoke to Support and they mentioned that it is because our Salesforce instance is not currently synced. We aren't able to connect to Salesforce at this point so we are trying to figure out a workaround. Any ideas?

Terms & ConditionsAccessibility statement

Loading footer...