At one time or another, you will encounter duplicate records in Salesforce. To help keep your data organized, SmartCloud Connect automatically detects duplicate records and helps you merge them into a single record.
When the SmartCloud Connect Add-In/Chrome Extension detects duplicate records, it shows the following message:
To merge duplicate records, do the following:
- In the message box that informs you of a duplicate record, click the record name.
- In the Resolve Conflicts dialog box, you will see a list of fields from both records than will be merged. For each field, select the value that you want to be retained after merging.
- Click Merge to merge duplicate records into a single record.